Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $2.9M | Sell |
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|
2021
Q4 | $3.19M | Sell |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.31M | Sell |
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|
2020
Q4 | $6.44M | Buy |
|