Cetera Investment Advisers’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 | $15.7M | Buy |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $24.3M | Sell |
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|
2024
Q1 | $26.5M | Buy |
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|
2023
Q4 | $2.74M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.6M | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.82M | Sell |
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|
2021
Q3 | $2.93M | Sell |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $522K | Sell |
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|
2020
Q1 | $691K | Buy |
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|
2019
Q4 | $859K | Buy |
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|
2019
Q3 | $801K | Buy |
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|
2019
Q2 | $799K | Buy |
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|
2019
Q1 | $754K | Buy |
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|
2018
Q4 | $641K | Buy |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $351K | Buy |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.75M | Buy |
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|
2017
Q1 | $1.72M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $207K | Buy |
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