Burns Matteson 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 | $1.01M | Sell |
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|
2025
Q2 | $983K | Sell |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $970K | Buy |
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|
2024
Q3 | $967K | Buy |
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|
2024
Q2 | $900K | Sell |
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|
2024
Q1 | $983K | Sell |
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|
2023
Q4 | $940K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.51M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.49M | Buy |
|