Aptus Capital 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 | $2.75M | Sell |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.51M | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $916K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $104K | Sell |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q4 | $79.8K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $57K | Sell |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $16K | Buy |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $14K | Buy |
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