Bay Colony Advisors’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 | $1.1M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $574K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $793K | Buy |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $764K | Buy |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $514K | Buy |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $247K | Sell |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $36K | Buy |
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