Cahill Financial 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 | $1.68M | Sell |
|
|||||
|
2025
Q1 | $1.73M | Buy |
|
|||||
|
2024
Q4 | $1.69M | Buy |
|
|||||
|
2024
Q3 | $1.64M | Sell |
|
|||||
|
2024
Q2 | $1.57M | Sell |
|
|||||
|
2024
Q1 | $1.65M | Sell |
|
|||||
|
2023
Q4 | $2.01M | Sell |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $2.08M | Sell |
|
|||||
|
2023
Q1 | $2.04M | Buy |
|
|||||
|
2022
Q4 | $1.97M | Sell |
|
|||||
|
2022
Q3 | $2.56M | Buy |
|
|||||
|
2022
Q2 | $2.62M | Sell |
|
|||||
|
2022
Q1 | $3.18M | Sell |
|
|||||
|
2021
Q4 | $3.4M | Sell |
|
|||||
|
2021
Q3 | $3.26M | Sell |
|
|||||
|
2021
Q2 | $3.39M | Buy |
|
|||||
|
2021
Q1 | $3.13M | Buy |
|
|||||
|
2020
Q4 | $2.85M | Sell |
|
|||||
|
2020
Q3 | $2.35M | Buy |
|
|||||
|
2020
Q2 | $2.1M | Sell |
|
|||||
|
2020
Q1 | $3.03M | Buy |
|
|||||
|
2019
Q4 | $4.12M | Buy |
|
|||||
|
2019
Q3 | $3.8M | Sell |
|
|||||
|
2019
Q2 | $3.89M | Buy |
|
|||||
|
2019
Q1 | $3.71M | Sell |
|
|||||
|
2018
Q4 | $3.64M | Sell |
|
|||||
|
2018
Q3 | $4.45M | Buy |
|
|||||
|
2018
Q2 | $4.2M | Sell |
|
|||||
|
2018
Q1 | $4.05M | Buy |
|
|||||
|
2017
Q4 | $3.87M | Buy |
|
|||||
|
2017
Q3 | $3.57M | Sell |
|
|||||
|
2017
Q2 | $3.49M | Buy |
|
|||||
|
2017
Q1 | $3.04M | Buy |
|
|||||
|
2016
Q4 | $2.9M | Buy |
|
|||||
|
2016
Q3 | $2.63M | Buy |
|
|||||
|
2016
Q2 | $2.51M | Buy |
|
|||||
|
2016
Q1 | $2.13M | Buy |
|
|||||
|
2015
Q4 | $1.77M | Buy |
|
|||||
|
2015
Q3 | $1.68M | Buy |
|
|||||
|
2015
Q2 | $1.82M | Buy |
|
|||||
|
2015
Q1 | $1.69M | Buy |
|
|||||
|
2014
Q4 | $1.55M | Buy |
|
|||||
|
2014
Q3 | $1.46M | Buy |
|
|||||
|
2014
Q2 | $1.36M | Buy |
|
|||||
|
2014
Q1 | $1.2M | Buy |
|
|||||
|
2013
Q4 | $1.11M | Buy |
|