Alesco 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
Q3 | $792K | Sell |
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|
2025
Q2 | $751K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $801K | Sell |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $827K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $921K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $901K | Buy |
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|
2021
Q3 | $807K | Sell |
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|
2021
Q2 | $829K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $2.23M | Sell |
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|
2019
Q3 | $2.21M | Sell |
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|
2019
Q2 | $2.24M | Sell |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $2.08M | Buy |
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|
2018
Q3 | $1.69M | Buy |
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|
2018
Q2 | $1.59M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.44M | Buy |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.21M | Buy |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $925K | Buy |
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|
2015
Q3 | $883K | Buy |
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|
2015
Q2 | $904K | Buy |
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|
2015
Q1 | $814K | Buy |
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|
2014
Q4 | $746K | Buy |
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|
2014
Q3 | $645K | Buy |
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|
2014
Q2 | $645K | Buy |
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|
2014
Q1 | $613K | Buy |
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|
2013
Q4 | $560K | Buy |
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|
2013
Q3 | $456K | Buy |
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|
2013
Q2 | $360K | Buy |
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