Vantage Financial Partners (Wisconsin)’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 | $2.51M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $8.54M | Buy |
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|
2023
Q2 | $8.66M | Buy |
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|
2023
Q1 | $8.27M | Buy |
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