Wealthcare Advisory Partners’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 | $3.53M | Sell |
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|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $5.23M | Buy |
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|
2023
Q3 | $3.88M | Buy |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $991K | Buy |
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|
2021
Q3 | $523K | Sell |
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|
2021
Q2 | $939K | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $568K | Sell |
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|
2020
Q2 | $560K | Buy |
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|
2020
Q1 | $439K | Sell |
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|
2019
Q4 | $717K | Buy |
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|
2019
Q3 | $570K | Sell |
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|
2019
Q2 | $580K | Buy |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $51K | Buy |
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|
2018
Q1 | $49K | Buy |
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