Watershed Private Wealth’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 | $588K | Sell |
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|
2025
Q2 | $735K | Hold |
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|
2025
Q1 | $687K | Hold |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $751K | Hold |
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|
2024
Q2 | $703K | Sell |
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|
2024
Q1 | $738K | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $636K | Hold |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $588K | Buy |
|