Brinker Capital Investments’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 | $326K | Sell |
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|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $745K | Hold |
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|
2022
Q3 | $687K | Hold |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $973K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $576K | Sell |
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|
2015
Q4 | $617K | Sell |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q2 | $1.62M | Sell |
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|
2015
Q1 | $1.66M | Sell |
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|
2014
Q4 | $1.64M | Buy |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.53M | Buy |
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|
2014
Q1 | $1.3M | Buy |
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|
2013
Q4 | $1.2M | Buy |
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|
2013
Q3 | $1M | Buy |
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|
2013
Q2 | $775K | Buy |
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