Bosun Asset 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
Q2 | $421K | Hold |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $415K | Hold |
|
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $407K | Hold |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $402K | Buy |
|