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