Capital Investment Advisory Services’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 | $341K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $901K | Sell |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $84K | Buy |
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|
2019
Q2 | $68K | Buy |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $314K | Sell |
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|
2017
Q4 | $378K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $3.51M | Buy |
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|
2016
Q4 | $3.18M | Buy |
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