Triton 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 | $333K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $459K | Sell |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $523K | Sell |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $398K | Buy |
|