Beacon Pointe 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 | $45.1M | Buy |
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|
2025
Q1 | $41.8M | Sell |
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|
2024
Q4 | $45.5M | Sell |
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|
2024
Q3 | $47M | Sell |
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|
2024
Q2 | $46.8M | Sell |
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|
2024
Q1 | $49M | Buy |
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|
2023
Q4 | $43M | Sell |
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|
2023
Q3 | $39.1M | Buy |
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|
2023
Q2 | $34.3M | Sell |
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|
2023
Q1 | $35.6M | Buy |
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|
2022
Q4 | $31.3M | Sell |
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|
2022
Q3 | $30.2M | Buy |
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|
2022
Q2 | $30M | Sell |
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|
2022
Q1 | $37.6M | Buy |
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|
2021
Q4 | $16.7M | Sell |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $18.6M | Buy |
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|
2020
Q4 | $17M | Sell |
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|
2020
Q3 | $14.2M | Sell |
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|
2020
Q2 | $14M | Buy |
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|
2020
Q1 | $2.35M | Buy |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.26M | Buy |
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|
2019
Q2 | $2.28M | Buy |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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