Blue Trust Inc’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 | $88.5K | Buy |
3,155
+343
| +12% | +$9.62K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $73.7K | Hold |
2,812
| – | – | ﹤0.01% | 1130 |
|
|
2024
Q4 | $77.9K | Sell |
2,812
-3,371
| -55% | -$93.4K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $160K | Buy |
6,183
+3,369
| +120% | +$87.4K | ﹤0.01% | 977 |
|
|
2024
Q2 | $76.3K | Hold |
2,814
| – | – | ﹤0.01% | 1072 |
|
|
2024
Q1 | $76.3K | Hold |
2,814
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $63K | Hold |
2,814
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $67K | Hold |
2,814
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $64K | Buy |
+2,814
| New | +$64K | ﹤0.01% | 622 |
|
|
2022
Q3 | – | Sell |
-126
| Closed | -$3K | – | 2293 |
|
|
2022
Q2 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 1594 |
|