Ancora 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 | $285K | Sell |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $11K | Buy |
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