Bigelow Investment Advisors’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 | $921K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $989K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $955K | Sell |
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|
2023
Q3 | $893K | Sell |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $984K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.68M | Buy |
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