BOK Financial’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 | $116K | Sell |
4,149
-702
| -14% | -$19.7K | ﹤0.01% | 752 |
|
|
2025
Q1 | $127K | Buy |
4,851
+702
| +17% | +$18.4K | ﹤0.01% | 745 |
|
|
2024
Q4 | $115K | Hold |
4,149
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $114K | Buy |
4,149
+867
| +26% | +$23.8K | ﹤0.01% | 747 |
|
|
2024
Q2 | $85.1K | Hold |
3,282
| – | – | ﹤0.01% | 827 |
|
|
2024
Q1 | $88.6K | Hold |
3,282
| – | – | ﹤0.01% | 803 |
|
|
2023
Q4 | $82.4K | Buy |
+3,282
| New | +$82.4K | ﹤0.01% | 760 |
|
|
2017
Q4 | – | Sell |
-3,807
| Closed | -$63K | – | 1088 |
|
|
2017
Q3 | $63K | Buy |
+3,807
| New | +$63K | ﹤0.01% | 965 |
|