Capital Planning’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 | $3.56M | Buy |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $2.79M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $307K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $333K | Buy |
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