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
-27
Closed -$1K 2700
2025
Q2
$1K Buy
+27
New +$712 ﹤0.01% 2349
2023
Q4
Sell
-1,992
Closed -$45K 2267
2023
Q3
$45K Hold
1,992
﹤0.01% 1358
2023
Q2
$47K Sell
1,992
-3,315
-62% -$74.7K ﹤0.01% 1386
2023
Q1
$120K Hold
5,307
﹤0.01% 1031
2022
Q4
$117K Hold
5,307
﹤0.01% 1010
2022
Q3
$107K Hold
5,307
﹤0.01% 1013
2022
Q2
$111K Sell
5,307
-672
-11% -$15.5K ﹤0.01% 999
2022
Q1
$152K Buy
5,979
+3,987
+200% +$99.9K ﹤0.01% 885
2021
Q4
$53K Buy
+1,992
New +$53.1K ﹤0.01% 1105

Other funds holding SCHM