Carnegie Investment Counsel’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 | $221K | Buy |
|
|||||
|
2025
Q2 | $202K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2024
Q1 | $205K | Sell |
|
|||||
|
2023
Q4 | $422K | Buy |
|
|||||
|
2023
Q3 | $370K | Buy |
|
|||||
|
2023
Q2 | $388K | Sell |
|
|||||
|
2023
Q1 | $377K | Buy |
|
|||||
|
2022
Q4 | $354K | Buy |
|
|||||
|
2022
Q3 | $327K | Sell |
|
|||||
|
2022
Q2 | $341K | Buy |
|
|||||
|
2022
Q1 | $405K | Buy |
|
|||||
|
2021
Q4 | $430K | Sell |
|
|||||
|
2021
Q3 | $420K | Buy |
|
|||||
|
2021
Q2 | $418K | Buy |
|
|||||
|
2021
Q1 | $359K | Buy |
|
|||||
|
2020
Q4 | $302K | Buy |
|
|||||
|
2020
Q3 | $228K | Sell |
|
|||||
|
2020
Q2 | $348K | Hold |
|
|||||
|
2020
Q1 | $279K | Sell |
|
|||||
|
2019
Q4 | $398K | Buy |
|
|||||
|
2019
Q3 | $209K | Buy |
|
|||||
|
2019
Q2 | $210K | Sell |
|
|||||
|
2019
Q1 | $251K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $245K | Buy |
|