Compass Advisory 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 | $19.1M | Buy |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $5.92M | Buy |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $456K | Buy |
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