Berkeley Inc’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 | $356K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $871K | Sell |
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|
2021
Q3 | $833K | Sell |
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|
2021
Q2 | $903K | Sell |
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|
2021
Q1 | $880K | Buy |
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|
2020
Q4 | $805K | Buy |
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