Caprock Group’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 | $697K | Buy |
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|
2025
Q1 | $636K | Sell |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $552K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $479K | Buy |
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