Boltwood Capital 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 | $2.63M | Buy |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $813K | Buy |
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|
2019
Q3 | $471K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $317K | Buy |
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|
2018
Q1 | $224K | Hold |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q3 | $202K | Buy |
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