BCWM 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
Q2 | $820K | Buy |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $599K | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $351K | Sell |
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|
2020
Q2 | $365K | Buy |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $434K | Buy |
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|
2018
Q4 | $3.56M | Sell |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $446K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $500K | Sell |
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|
2017
Q3 | $499K | Buy |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $440K | Sell |
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|
2016
Q4 | $435K | Buy |
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|
2016
Q3 | $279K | Buy |
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