Williams 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 | $484K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $330K | Buy |
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