Advisor OS’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 | $305K | Buy |
|
|||||
|
2025
Q2 | $288K | Sell |
|
|||||
|
2025
Q1 | $270K | Buy |
|
|||||
|
2024
Q4 | $277K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $808K | Sell |
|
|||||
|
2021
Q3 | $834K | Sell |
|
|||||
|
2021
Q2 | $904K | Hold |
|
|||||
|
2021
Q1 | $860K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $805K | Sell |
|
|||||
|
2020
Q2 | $2.19M | Buy |
|