Capital Advisors Ltd’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 | $348K | Hold |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $194K | Hold |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | $164K | Buy |
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|
2022
Q4 | $125K | Hold |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $120K | Sell |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $154K | Hold |
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|
2021
Q3 | $146K | Hold |
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|
2021
Q2 | $149K | Hold |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $44K | Hold |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $60K | Hold |
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|
2019
Q1 | $58K | Hold |
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|
2018
Q4 | $50K | Buy |
|