Warren Street 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
Q3 | – | Sell |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $673K | Buy |
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