Albion Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Albion Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Sell
2025 Q1	$252K	Sell
2024 Q4	$303K	Sell
2024 Q3	$306K	Sell
2024 Q2	$305K	Hold
2024 Q1	$319K	Sell
2023 Q4	$300K	Sell
2023 Q3	$270K	Sell
2023 Q2	$297K	Sell
2023 Q1	$291K	Sell
2022 Q4	$360K	Sell
2022 Q3	$394K	Sell
2022 Q2	$413K	Sell
2022 Q1	$527K	Sell
2021 Q4	$577K	Sell
2021 Q3	$2.94M	Sell
2021 Q2	$3.32M	Buy
2020 Q4	$2.97M	Sell
2020 Q3	$2.51M	Sell
2020 Q2	$2.46M	Sell
2020 Q1	$2.01M	Sell
2019 Q4	$3.02M	Sell
2019 Q3	$2.93M	Sell
2019 Q2	$3M	Sell
2019 Q1	$2.97M	Buy
2018 Q4	$2.57M	Sell
2018 Q3	$3.17M	Sell
2018 Q2	$3.07M	Sell
2018 Q1	$2.98M	Sell
2017 Q4	$3.11M	Sell
2017 Q3	$3M	Sell
2017 Q2	$2.89M	Sell
2017 Q1	$2.87M	Sell
2016 Q4	$2.88M	Buy
2016 Q3	$2.4M	Buy
2016 Q2	$2.17M	Sell
2016 Q1	$2.13M	Sell
2015 Q4	$2.13M	Sell
2015 Q3	$2.1M	Buy