AMG National Trust Bank’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 | $1.03M | Hold |
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|
2025
Q2 | $972K | Hold |
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|
2025
Q1 | $908K | Hold |
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|
2024
Q4 | $960K | Hold |
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|
2024
Q3 | $960K | Hold |
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|
2024
Q2 | $899K | Hold |
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|
2024
Q1 | $941K | Hold |
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|
2023
Q4 | $870K | Hold |
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|
2023
Q3 | $782K | Hold |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $774K | Hold |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $817K | Sell |
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|
2022
Q1 | $2.48M | Hold |
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|
2021
Q4 | $2.63M | Hold |
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|
2021
Q3 | $2.51M | Hold |
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|
2021
Q2 | $2.56M | Hold |
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|
2021
Q1 | $2.44M | Hold |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $1.85M | Hold |
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|
2020
Q2 | $1.76M | Buy |
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