AssetMark Inc’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 | $104K | Buy |
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|
2025
Q2 | $63.5K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $34.5K | Sell |
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|
2024
Q2 | $55.3K | Sell |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $15.9K | Sell |
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|
2023
Q2 | $56.6K | Buy |
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|
2023
Q1 | $1.29K | Sell |
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|
2022
Q4 | $10.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $87K | Sell |
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|
2021
Q3 | $165K | Buy |
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|
2021
Q2 | $32K | Sell |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $37K | Buy |
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