Summit Financial Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $924K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $981K | Hold |
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|
2024
Q2 | $919K | Hold |
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|
2024
Q1 | $961K | Hold |
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|
2023
Q4 | $889K | Hold |
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|
2023
Q3 | $781K | Hold |
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|
2023
Q2 | $839K | Hold |
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|
2023
Q1 | $801K | Hold |
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|
2022
Q4 | $775K | Sell |
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|
2022
Q3 | $766K | Hold |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $911K | Hold |
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|
2021
Q4 | $972K | Hold |
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|
2021
Q3 | $921K | Sell |
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|
2021
Q2 | $989K | Sell |
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|
2021
Q1 | $868K | Sell |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $728K | Sell |
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|
2020
Q2 | $690K | Hold |
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|
2020
Q1 | $552K | Sell |
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|
2019
Q4 | $860K | Hold |
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|
2019
Q3 | $804K | Sell |
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|
2019
Q2 | $824K | Sell |
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|
2019
Q1 | $819K | Sell |
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|
2018
Q4 | $757K | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.94M | Hold |
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|
2018
Q1 | $1.94M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $1.42M | Sell |
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|
2016
Q4 | $1.58M | Buy |
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|
2016
Q3 | $1.48M | Hold |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $2.1M | Buy |
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|
2015
Q4 | $2.08M | Buy |
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