Almanack Investment Partners’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 | – | Sell |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $567K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $659K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6.36M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.87M | Sell |
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|
2017
Q1 | $2.01M | Buy |
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