Cambridge 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
Q3 | $1.71M | Sell |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $860K | Sell |
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|
2020
Q2 | $820K | Sell |
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|
2020
Q1 | $725K | Buy |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $924K | Buy |
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|
2019
Q2 | $930K | Buy |
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|
2019
Q1 | $807K | Sell |
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|
2018
Q4 | $722K | Buy |
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|
2018
Q3 | $786K | Sell |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $716K | Buy |
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|
2017
Q4 | $610K | Buy |
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|
2017
Q3 | $548K | Buy |
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|
2017
Q2 | $499K | Buy |
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|
2017
Q1 | $479K | Buy |
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|
2016
Q4 | $407K | Buy |
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|
2016
Q3 | $366K | Buy |
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|
2016
Q2 | $352K | Buy |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $343K | Buy |
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|
2015
Q2 | $356K | Buy |
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|
2015
Q1 | $307K | Buy |
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|
2014
Q4 | $256K | Buy |
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