Brown Advisory’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 | $698K | Buy |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $631K | Hold |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $509K | Buy |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $449K | Hold |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $604K | Sell |
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|
2019
Q3 | $592K | Hold |
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|
2019
Q2 | $597K | Buy |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $668K | Hold |
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|
2018
Q2 | $634K | Hold |
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|
2018
Q1 | $611K | Sell |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $1.63M | Buy |
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|
2017
Q2 | $1.46M | Sell |
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|
2017
Q1 | $1.44M | Buy |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.39M | Buy |
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|
2016
Q2 | $538K | Hold |
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|
2016
Q1 | $520K | Hold |
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|
2015
Q4 | $513K | Sell |
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|
2015
Q3 | $578K | Buy |
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|
2015
Q2 | $625K | Hold |
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|
2015
Q1 | $633K | Hold |
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|
2014
Q4 | $596K | Hold |
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|
2014
Q3 | $567K | Hold |
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|
2014
Q2 | $590K | Hold |
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|
2014
Q1 | $566K | Buy |
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|
2013
Q4 | $266K | Hold |
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|
2013
Q3 | $246K | Hold |
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|
2013
Q2 | $227K | Buy |
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