Blue Bell Private Wealth Management’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 | $4.14M | Buy |
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|
2025
Q2 | $3.91M | Sell |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $3.66M | Sell |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $3.26M | Sell |
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $3.51M | Buy |
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|
2020
Q4 | $3.17M | Sell |
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|
2020
Q3 | $2.61M | Sell |
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|
2020
Q2 | $2.52M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.79M | Sell |
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $2.81M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.7M | Buy |
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|
2018
Q2 | $2.45M | Sell |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $2.25M | Buy |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.59M | Buy |
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|
2017
Q1 | $1.21M | Buy |
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|
2016
Q4 | $913K | Sell |
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|
2016
Q3 | $894K | Buy |
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|
2016
Q2 | $782K | Buy |
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|
2016
Q1 | $744K | Sell |
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|
2015
Q4 | $1.43M | Sell |
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|
2015
Q3 | $1.46M | Sell |
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|
2015
Q2 | $1.68M | Sell |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $1.64M | Buy |
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|
2014
Q3 | $1.49M | Buy |
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|
2014
Q2 | $1.3M | Buy |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $981K | Buy |
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|
2013
Q3 | $609K | Buy |
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|
2013
Q2 | $512K | Buy |
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