Aspiriant LLC’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 | $607K | Buy |
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|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $1.49M | Sell |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.83M | Sell |
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|
2019
Q1 | $3.01M | Sell |
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|
2018
Q4 | $3.27M | Sell |
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|
2018
Q3 | $4.65M | Sell |
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|
2018
Q2 | $4.97M | Sell |
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|
2018
Q1 | $5.53M | Buy |
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|
2017
Q4 | $757K | Sell |
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|
2017
Q3 | $8.53M | Sell |
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|
2017
Q2 | $9.87M | Sell |
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|
2017
Q1 | $11.4M | Sell |
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|
2016
Q4 | $11.5M | Buy |
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|
2016
Q3 | $7.73M | Buy |
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|
2016
Q2 | $7.38M | Sell |
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|
2016
Q1 | $8.51M | Buy |
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