Bristlecone Advisors’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 | $3.09M | Sell |
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|
2025
Q1 | $2.96M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.56M | Buy |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.03M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $6.01M | Sell |
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|
2019
Q3 | $8.25M | Buy |
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|
2019
Q2 | $8.28M | Buy |
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|
2019
Q1 | $7.88M | Buy |
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|
2018
Q4 | $6.7M | Buy |
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|
2018
Q3 | $7.94M | Buy |
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|
2018
Q2 | $6.73M | Buy |
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|
2018
Q1 | $5.59M | Buy |
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|
2017
Q4 | $3.67M | Buy |
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|
2017
Q3 | $3.35M | Buy |
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|
2017
Q2 | $3.13M | Sell |
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|
2017
Q1 | $3.12M | Buy |
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|
2016
Q4 | $2.61M | Buy |
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|
2016
Q3 | $2.33M | Buy |
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|
2016
Q2 | $2.13M | Buy |
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