Valtinson Bruner Financial 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 | $236K | Hold |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $200K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $214K | Hold |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $346K | Hold |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $347K | Hold |
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|
2018
Q4 | $300K | Buy |
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