Contravisory Investment 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
Q3 | $785K | Buy |
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|
2025
Q2 | $111K | Sell |
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|
2025
Q1 | $105K | Buy |
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|
2024
Q4 | $79K | Sell |
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|
2024
Q3 | $85.8K | Buy |
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|
2024
Q2 | $78.1K | Buy |
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|
2024
Q1 | $66.6K | Buy |
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|
2023
Q4 | $50.9K | Hold |
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|
2023
Q3 | $45.8K | Buy |
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|
2023
Q2 | $44.7K | Buy |
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|
2023
Q1 | $35.3K | Buy |
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|
2022
Q4 | $33.9K | Sell |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $117K | Buy |
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|
2021
Q2 | $117K | Buy |
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|
2021
Q1 | $94K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $79K | Sell |
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|
2019
Q4 | $495K | Buy |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $357K | Buy |
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