Chicago Partners Investment Group’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 | $22.7M | Buy |
|
|||||
|
2025
Q1 | $19M | Buy |
|
|||||
|
2024
Q4 | $18.3M | Sell |
|
|||||
|
2024
Q3 | $17M | Buy |
|
|||||
|
2024
Q2 | $15.6M | Buy |
|
|||||
|
2024
Q1 | $13.9M | Buy |
|
|||||
|
2023
Q4 | $12.6M | Buy |
|
|||||
|
2023
Q3 | $9.73M | Buy |
|
|||||
|
2023
Q2 | $10.4M | Buy |
|
|||||
|
2023
Q1 | $8.85M | Buy |
|
|||||
|
2022
Q4 | $8.77M | Buy |
|
|||||
|
2022
Q3 | $4.28M | Buy |
|
|||||
|
2022
Q2 | $3.77M | Buy |
|
|||||
|
2022
Q1 | $2.83M | Buy |
|
|||||
|
2021
Q4 | $2.19M | Buy |
|
|||||
|
2021
Q3 | $1.54M | Buy |
|
|||||
|
2021
Q2 | $1.1M | Buy |
|
|||||
|
2021
Q1 | $868K | Buy |
|
|||||
|
2020
Q4 | $723K | Buy |
|
|||||
|
2020
Q3 | $544K | Buy |
|
|||||
|
2020
Q2 | $387K | Buy |
|
|||||
|
2020
Q1 | $320K | Sell |
|
|||||
|
2019
Q4 | $477K | Buy |
|
|||||
|
2019
Q3 | $437K | Buy |
|
|||||
|
2019
Q2 | $401K | Buy |
|
|||||
|
2019
Q1 | $374K | Buy |
|
|||||
|
2018
Q4 | $326K | Buy |
|
|||||
|
2018
Q3 | $228K | Buy |
|
|||||
|
2018
Q2 | $183K | Buy |
|
|||||
|
2018
Q1 | $117K | Sell |
|
|||||
|
2017
Q4 | $124K | Buy |
|
|||||
|
2017
Q3 | $113K | Buy |
|
|||||
|
2017
Q2 | $1K | Sell |
|
|||||
|
2017
Q1 | $95K | Buy |
|
|||||
|
2016
Q4 | $90K | Buy |
|
|||||
|
2016
Q3 | $87K | Buy |
|
|||||
|
2016
Q2 | $84K | Buy |
|
|||||
|
2016
Q1 | $81K | Buy |
|
|||||
|
2015
Q4 | $78K | Buy |
|
|||||
|
2015
Q3 | $75K | Buy |
|
|||||
|
2015
Q2 | $81K | Sell |
|
|||||
|
2015
Q1 | $81K | Buy |
|
|||||
|
2014
Q4 | $76K | Buy |
|