Thrive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Sell |
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|
2025
Q4 | $1.46M | Sell |
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|
2025
Q3 | $1.66M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Buy |
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