Clear Creek Financial Management’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 | $10.5M | Buy |
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|
2025
Q1 | $7.26M | Sell |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $8.89M | Buy |
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|
2024
Q2 | $7.99M | Sell |
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|
2024
Q1 | $8.9M | Buy |
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|
2023
Q4 | $6.42M | Buy |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.73M | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $3.68M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $5.06M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $2.38M | Sell |
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|
2020
Q4 | $16.6M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12.2M | Buy |
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|
2020
Q1 | $7.77M | Sell |
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|
2019
Q4 | $11M | Buy |
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