Wedmont Private Capital’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 | $908K | Buy |
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|
2025
Q2 | $867K | Hold |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $806K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $547K | Buy |
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