Total Wealth Planning’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 | $270K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $309K | Sell |
|
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|
2024
Q3 | $317K | Buy |
|
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|
2024
Q2 | $314K | Sell |
|
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|
2024
Q1 | $319K | Sell |
|
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|
2023
Q4 | $299K | Sell |
|
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $306K | Buy |
|
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $861K | Sell |
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|
2022
Q1 | $1.49M | Buy |
|