TD Private Client Wealth’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 | $512K | Sell |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $661K | Buy |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $12.5K | Sell |
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|
2024
Q2 | $14.3K | Sell |
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|
2024
Q1 | $17.1K | Buy |
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|
2023
Q4 | $15.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11.3K | Sell |
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|
2021
Q1 | $42.8K | Hold |
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|
2020
Q4 | $39.2K | Hold |
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|
2020
Q3 | $31.9K | Hold |
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|
2020
Q2 | $30.3K | Hold |
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|
2020
Q1 | $24.2K | Hold |
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|
2019
Q4 | $34.6K | Buy |
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