WealthShield 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 | $3.06M | Sell |
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|
2025
Q2 | $2.92M | Sell |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.91M | Buy |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.64M | Buy |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $37K | Buy |
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