World Investment Advisors’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
Sell
2025
Q1
$296K Sell
2024
Q4
$614K Sell
2024
Q3
$656K Buy
2024
Q2
$556K Sell
2024
Q1
$619K Buy
2022
Q2
Sell
2022
Q1
$226K Sell
2021
Q4
$1.09M Buy