Bessemer Group’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
Q3
Sell
2025
Q2
$1K Buy
2023
Q4
Sell
2023
Q3
$45K Hold
2023
Q2
$47K Sell
2023
Q1
$120K Hold
2022
Q4
$117K Hold
2022
Q3
$107K Hold
2022
Q2
$111K Sell
2022
Q1
$152K Buy
2021
Q4
$53K Buy