Blue Trust Inc’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 | $93.5K | Hold |
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|
2025
Q2 | $88.5K | Buy |
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|
2025
Q1 | $73.7K | Hold |
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|
2024
Q4 | $77.9K | Sell |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $76.3K | Hold |
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|
2024
Q1 | $76.3K | Hold |
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|
2023
Q4 | $63K | Hold |
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|
2023
Q3 | $67K | Hold |
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|
2023
Q2 | $64K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Buy |
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