Wescott Financial Advisory Group’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
Q2 | $3.03M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.09M | Buy |
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|
2024
Q3 | $3.08M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.82M | Sell |
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|
2023
Q2 | $4.09M | Sell |
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|
2023
Q1 | $4.17M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $4.59M | Buy |
|