Cerity Partners’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 | $168M | Sell |
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2025
Q1 | $181M | Buy |
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2024
Q4 | $186M | Sell |
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2024
Q3 | $188M | Buy |
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2024
Q2 | $154M | Sell |
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2024
Q1 | $162M | Sell |
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2023
Q4 | $145M | Buy |
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2023
Q3 | $79.7M | Sell |
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2023
Q2 | $86.7M | Buy |
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2023
Q1 | $67.7M | Buy |
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2022
Q4 | $63.2M | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $43.9M | Buy |
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2022
Q1 | $52M | Sell |
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2021
Q4 | $55.9M | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $213K | Buy |
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