Aspen Investment Management’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 | $646K | Sell |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $598K | Buy |
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|
2024
Q4 | $632K | Sell |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $514K | Hold |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $505K | Buy |
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|
2019
Q3 | $469K | Sell |
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|
2019
Q2 | $484K | Sell |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $514K | Buy |
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|
2018
Q2 | $437K | Buy |
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|
2018
Q1 | $384K | Buy |
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|
2017
Q4 | $367K | Sell |
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|
2017
Q3 | $357K | Buy |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $266K | Hold |
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|
2016
Q2 | $257K | Sell |
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|
2016
Q1 | $256K | Hold |
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|
2015
Q4 | $253K | Buy |
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|
2015
Q3 | $239K | Sell |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $294K | Buy |
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