Continental Investors 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 | $414K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $435K | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $418K | Buy |
|