American Trust’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 | $318K | Buy |
|
|||||
|
2025
Q2 | $213K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $258K | Sell |
|
|||||
|
2024
Q3 | $271K | Sell |
|
|||||
|
2024
Q2 | $324K | Buy |
|
|||||
|
2024
Q1 | $244K | Sell |
|
|||||
|
2023
Q4 | $297K | Sell |
|
|||||
|
2023
Q3 | $284K | Sell |
|
|||||
|
2023
Q2 | $1.28M | Buy |
|
|||||
|
2023
Q1 | $1.22M | Sell |
|
|||||
|
2022
Q4 | $1.19M | Sell |
|
|||||
|
2022
Q3 | $30.1M | Sell |
|
|||||
|
2022
Q2 | $37M | Sell |
|
|||||
|
2022
Q1 | $45.4M | Sell |
|
|||||
|
2021
Q4 | $48.2M | Buy |
|