Asset Management Group’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 | $15.2M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $15.5M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $14.8M | Sell |
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|
2024
Q1 | $15.7M | Sell |
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|
2023
Q4 | $14.6M | Sell |
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|
2023
Q3 | $13.2M | Sell |
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|
2023
Q2 | $14.1M | Sell |
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|
2023
Q1 | $13.5M | Sell |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $12.5M | Sell |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $16.1M | Sell |
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|
2021
Q3 | $15.6M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $10.5M | Sell |
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|
2020
Q3 | $8.61M | Sell |
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|
2020
Q2 | $8.36M | Buy |
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|
2020
Q1 | $6.67M | Buy |
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|
2019
Q4 | $9.24M | Buy |
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|
2019
Q3 | $8.44M | Buy |
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|
2019
Q2 | $7.49M | Buy |
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|
2019
Q1 | $7.15M | Buy |
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|
2018
Q4 | $6.04M | Buy |
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|
2018
Q3 | $6.93M | Buy |
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|
2018
Q2 | $6.47M | Buy |
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|
2018
Q1 | $6.2M | Buy |
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|
2017
Q4 | $5.71M | Buy |
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|
2017
Q3 | $5.18M | Buy |
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|
2017
Q2 | $4.59M | Buy |
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|
2017
Q1 | $3.71M | Buy |
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|
2016
Q4 | $2.97M | Buy |
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|
2016
Q3 | $1.96M | Buy |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $573K | Buy |
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|
2015
Q2 | $281K | Buy |
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