Cary Street Partners Investment Advisory’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 | – | Sell |
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|
2025
Q1 | $15.9K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $8.2M | Sell |
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|
2024
Q2 | $7.83M | Buy |
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|
2024
Q1 | $8.19M | Sell |
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|
2023
Q4 | $8.04M | Sell |
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|
2023
Q3 | $8.38M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $16.1M | Sell |
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|
2022
Q4 | $16.5M | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $24K | Buy |
|