Sunburst Financial Group’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 | $2.06M | Sell |
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|
2025
Q2 | $1.98M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.15M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $975K | Buy |
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|
2022
Q2 | $976K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $592K | Buy |
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