CIBC Private Wealth 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
Q3 | $266K | Sell |
|
|||||
|
2025
Q2 | $255K | Sell |
|
|||||
|
2025
Q1 | $372K | Buy |
|
|||||
|
2024
Q4 | $263K | Sell |
|
|||||
|
2024
Q3 | $297K | Sell |
|
|||||
|
2024
Q2 | $554K | Buy |
|
|||||
|
2024
Q1 | $576K | Buy |
|
|||||
|
2023
Q4 | $531K | Buy |
|
|||||
|
2023
Q3 | $477K | Buy |
|
|||||
|
2023
Q2 | $202K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $209K | Sell |
|
|||||
|
2021
Q4 | $368K | Sell |
|
|||||
|
2021
Q3 | $386K | Sell |
|
|||||
|
2021
Q2 | $490K | Buy |
|
|||||
|
2021
Q1 | $332K | Buy |
|
|||||
|
2020
Q4 | $235K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $608K | Buy |
|
|||||
|
2019
Q3 | $552K | Sell |
|
|||||
|
2019
Q2 | $559K | Buy |
|
|||||
|
2019
Q1 | $522K | Buy |
|
|||||
|
2018
Q4 | $442K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $109K | Buy |
|
|||||
|
2018
Q1 | $81K | Buy |
|
|||||
|
2017
Q4 | $82K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $662K | Buy |
|