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