BCWM
Bartlett & Co Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
80,989
-922
| -1% | -$25.9K | 0.03% | 182 |
|
|
2025
Q1 | $2.15M | Sell |
81,911
-235
| -0.3% | -$6.16K | 0.03% | 186 |
|
|
2024
Q4 | $2.28M | Buy |
82,146
+54,361
| +196% | +$1.51M | 0.03% | 186 |
|
|
2024
Q3 | $2.31M | Sell |
27,785
-943
| -3% | -$78.4K | 0.03% | 191 |
|
|
2024
Q2 | $2.24M | Sell |
28,728
-3,256
| -10% | -$254K | 0.03% | 186 |
|
|
2024
Q1 | $2.6M | Sell |
31,984
-2,013
| -6% | -$164K | 0.04% | 175 |
|
|
2023
Q4 | $2.58M | Buy |
33,997
+2,856
| +9% | +$217K | 0.04% | 181 |
|
|
2023
Q3 | $2.11M | Sell |
31,141
-930
| -3% | -$62.9K | 0.04% | 191 |
|
|
2023
Q2 | $2.28M | Buy |
32,071
+985
| +3% | +$70K | 0.04% | 190 |
|
|
2023
Q1 | $2.11M | Sell |
31,086
-250
| -0.8% | -$17K | 0.04% | 177 |
|
|
2022
Q4 | $2.06M | Sell |
31,336
-12
| -0% | -$787 | 0.04% | 182 |
|
|
2022
Q3 | $1.9M | Buy |
31,348
+10,828
| +53% | +$655K | 0.04% | 176 |
|
|
2022
Q2 | $1.29M | Sell |
20,520
-321
| -2% | -$20.1K | 0.03% | 196 |
|
|
2022
Q1 | $1.58M | Buy |
20,841
+99
| +0.5% | +$7.51K | 0.03% | 194 |
|
|
2021
Q4 | $1.67M | Buy |
20,742
+786
| +4% | +$63.3K | 0.03% | 194 |
|
|
2021
Q3 | $1.53M | Sell |
19,956
-320
| -2% | -$24.5K | 0.03% | 186 |
|
|
2021
Q2 | $1.59M | Sell |
20,276
-2
| -0% | -$157 | 0.03% | 187 |
|
|
2021
Q1 | $1.51M | Sell |
20,278
-495
| -2% | -$36.8K | 0.03% | 185 |
|
|
2020
Q4 | $1.42M | Sell |
20,773
-675
| -3% | -$46.1K | 0.03% | 186 |
|
|
2020
Q3 | $1.19M | Sell |
21,448
-275
| -1% | -$15.3K | 0.03% | 192 |
|
|
2020
Q2 | $1.14M | Sell |
21,723
-1,621
| -7% | -$85.3K | 0.03% | 189 |
|
|
2020
Q1 | $984K | Sell |
23,344
-3,365
| -13% | -$142K | 0.03% | 191 |
|
|
2019
Q4 | $1.61M | Sell |
26,709
-1,293
| -5% | -$77.8K | 0.04% | 183 |
|
|
2019
Q3 | $1.58M | Sell |
28,002
-623
| -2% | -$35.2K | 0.04% | 181 |
|
|
2019
Q2 | $1.64M | Sell |
28,625
-898
| -3% | -$51.4K | 0.06% | 142 |
|
|
2019
Q1 | $1.64M | Sell |
29,523
-20,482
| -41% | -$1.13M | 0.06% | 139 |
|
|
2018
Q4 | $2.4M | Buy |
50,005
+29,598
| +145% | +$1.42M | 0.1% | 115 |
|
|
2018
Q3 | $1.18M | Buy |
20,407
+3,247
| +19% | +$188K | 0.04% | 159 |
|
|
2018
Q2 | $942K | Sell |
17,160
-2,504
| -13% | -$137K | 0.04% | 166 |
|
|
2018
Q1 | $1.04M | Buy |
+19,664
| New | +$1.04M | 0.04% | 156 |
|