Whelan Financial’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 | $444K | Sell |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $952K | Buy |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $394K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Buy |
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