Bellevue Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$59 | ﹤0.01% | 447 |
|
|
2020
Q2 | $4K | Hold |
207
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $3K | Buy |
+207
| New | +$3K | ﹤0.01% | 469 |
|