Bessemer Group’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 | $1K | Buy |
+27
| New | +$1K | ﹤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% | -$78.2K | ﹤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% | -$14.1K | ﹤0.01% | 999 |
|
|
2022
Q1 | $152K | Buy |
5,979
+3,987
| +200% | +$101K | ﹤0.01% | 885 |
|
|
2021
Q4 | $53K | Buy |
+1,992
| New | +$53K | ﹤0.01% | 1105 |
|