Commonwealth Equity Services’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 | $10.8M | Sell |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $17.7M | Sell |
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|
2024
Q2 | $16.7M | Sell |
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|
2024
Q1 | $17.7M | Sell |
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|
2023
Q4 | $17M | Sell |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $14.1K | Sell |
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|
2022
Q4 | $13.6M | Buy |
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|
2022
Q3 | $11.6M | Buy |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $22.3M | Sell |
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|
2021
Q4 | $23.9M | Buy |
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|
2021
Q3 | $22.4M | Buy |
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|
2021
Q2 | $22.1M | Buy |
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|
2021
Q1 | $20.2M | Sell |
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|
2020
Q4 | $30.7M | Buy |
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|
2020
Q3 | $21.7M | Buy |
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|
2020
Q2 | $18.7M | Buy |
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|
2020
Q1 | $14.8M | Buy |
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|
2019
Q4 | $20.6M | Buy |
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|
2019
Q3 | $17M | Sell |
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|
2019
Q2 | $22M | Buy |
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|
2019
Q1 | $21.1M | Buy |
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|
2018
Q4 | $18.2M | Buy |
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|
2018
Q3 | $20.5M | Sell |
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|
2018
Q2 | $21M | Buy |
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|
2018
Q1 | $18.7M | Buy |
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|
2017
Q4 | $16M | Buy |
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|
2017
Q3 | $5.16M | Buy |
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|
2017
Q2 | $4.58M | Buy |
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|
2017
Q1 | $4.34M | Buy |
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|
2016
Q4 | $3M | Buy |
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|
2016
Q3 | $2.2M | Sell |
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|
2016
Q2 | $2.21M | Buy |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $4.38M | Buy |
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|
2015
Q3 | $1.57M | Sell |
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|
2015
Q2 | $6.65M | Buy |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $436K | Buy |
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|
2014
Q3 | $386K | Sell |
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|
2014
Q2 | $4.02M | Buy |
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|
2014
Q1 | $432K | Sell |
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|
2013
Q4 | $485K | Sell |
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|
2013
Q3 | $6.58M | Buy |
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|
2013
Q2 | $288K | Buy |
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