Coldstream Capital 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 | $2.71M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $3.62M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $4.15M | Sell |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $4.66M | Sell |
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|
2021
Q3 | $4.33M | Buy |
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|
2021
Q2 | $4.69M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $419K | Sell |
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|
2019
Q3 | $583K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $349K | Buy |
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|
2018
Q1 | $213K | Buy |
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