Wealthspire Advisors (New York)’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 | $10.4M | Buy |
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|
2025
Q2 | $9.76M | Buy |
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|
2025
Q1 | $8.64M | Buy |
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.77M | Hold |
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|
2024
Q1 | $2.9M | Buy |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.36M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.2M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.27M | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Buy |
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