Camelot Portfolios’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
Q4
$117K Buy
2024
Q3
Sell
2024
Q2
$101K Buy
2021
Q4
Sell
2021
Q3
$285K Sell
2021
Q2
$291K Buy
2021
Q1
$226K Hold
2020
Q4
$207K Buy
2019
Q3
Sell
2019
Q2
$269K Hold
2019
Q1
$261K Buy