Arkos Global 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
Q2 | $583K | Buy |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $679K | Hold |
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|
2023
Q4 | $628K | Hold |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $604K | Sell |
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|
2023
Q1 | $634K | Hold |
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|
2022
Q4 | $613K | Hold |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $940K | Sell |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $984K | Sell |
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|
2021
Q2 | $1.09M | Hold |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $974K | Hold |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $852K | Sell |
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|
2020
Q1 | $849K | Buy |
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