Biltmore Family Office’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 | $652K | Hold |
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|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $93.8K | Hold |
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|
2024
Q1 | $97.8K | Hold |
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|
2023
Q4 | $90.5K | Sell |
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|
2023
Q3 | $90.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $402K | Buy |
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