Bellevue Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bellevue Asset Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.32K	Hold	204	–	–	﹤0.01%	308
2025 Q4	$6.13K	Hold	204	–	–	﹤0.01%	323
2025 Q3	$6.05K	Hold	204	–	–	﹤0.01%	329
2025 Q2	$5.72K	Hold	204	–	–	﹤0.01%	328
2025 Q1	$5.34K	Hold	204	–	–	﹤0.01%	321
2024 Q4	$5.65K	Hold	204	–	–	﹤0.01%	331
2024 Q3	$5.65K	Hold	204	–	–	﹤0.01%	310
2024 Q2	$5.29K	Hold	204	–	–	﹤0.01%	312
2024 Q1	$5.54K	Hold	204	–	–	﹤0.01%	303
2023 Q4	$5.12K	Hold	204	–	–	﹤0.01%	302
2023 Q3	$4.6K	Hold	204	–	–	﹤0.01%	301
2023 Q2	$4.83K	Hold	204	–	–	﹤0.01%	310
2023 Q1	$4.61K	Hold	204	–	–	﹤0.01%	320
2022 Q4	$4.43K	Hold	204	–	–	﹤0.01%	321
2022 Q3	$4K	Hold	204	–	–	﹤0.01%	336
2022 Q2	$4K	Hold	204	–	–	﹤0.01%	341
2022 Q1	$5K	Hold	204	–	–	﹤0.01%	357
2021 Q4	$5K	Hold	204	–	–	﹤0.01%	380
2021 Q3	$5K	Hold	204	–	–	﹤0.01%	397
2021 Q2	$5K	Hold	204	–	–	﹤0.01%	393
2021 Q1	$5K	Hold	204	–	–	﹤0.01%	437
2020 Q4	$5K	Hold	204	–	–	﹤0.01%	434
2020 Q3	$4K	Sell	204 -3	-1%	-$56	﹤0.01%	447
2020 Q2	$4K	Hold	207	–	–	﹤0.01%	440
2020 Q1	$3K	Buy	+207	New	+$3.79K	﹤0.01%	469

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