Visionary Wealth Advisors’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 | $8.23M | Buy |
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|
2025
Q1 | $7.27M | Sell |
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|
2024
Q4 | $7.77M | Sell |
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|
2024
Q3 | $7.89M | Sell |
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|
2024
Q2 | $7.42M | Buy |
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|
2024
Q1 | $7.53M | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $601K | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $6.08M | Buy |
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|
2020
Q1 | $682K | Buy |
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|
2019
Q4 | $495K | Buy |
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