Cooper/Haims Advisors’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 | $655K | Buy |
|
|||||
|
2025
Q1 | $607K | Buy |
|
|||||
|
2024
Q4 | $638K | Buy |
|
|||||
|
2024
Q3 | $638K | Sell |
|
|||||
|
2024
Q2 | $638K | Sell |
|
|||||
|
2024
Q1 | $670K | Buy |
|
|||||
|
2023
Q4 | $617K | Buy |
|
|||||
|
2023
Q3 | $554K | Sell |
|
|||||
|
2023
Q2 | $673K | Sell |
|
|||||
|
2023
Q1 | $666K | Buy |
|
|||||
|
2022
Q4 | $644K | Sell |
|
|||||
|
2022
Q3 | $600K | Buy |
|
|||||
|
2022
Q2 | $621K | Sell |
|
|||||
|
2022
Q1 | $772K | Sell |
|
|||||
|
2021
Q4 | $819K | Sell |
|
|||||
|
2021
Q3 | $1.58M | Buy |
|
|||||
|
2021
Q2 | $797K | Buy |
|
|||||
|
2021
Q1 | $752K | Sell |
|
|||||
|
2020
Q4 | $690K | Sell |
|
|||||
|
2020
Q3 | $640K | Buy |
|
|||||
|
2020
Q2 | $599K | Sell |
|
|||||
|
2020
Q1 | $482K | Sell |
|
|||||
|
2019
Q4 | $697K | Sell |
|
|||||
|
2019
Q3 | $685K | Sell |
|
|||||
|
2019
Q2 | $695K | Sell |
|
|||||
|
2019
Q1 | $724K | Sell |
|
|||||
|
2018
Q4 | $682K | Sell |
|
|||||
|
2018
Q3 | $894K | Sell |
|
|||||
|
2018
Q2 | $883K | Sell |
|
|||||
|
2018
Q1 | $1.03M | Sell |
|
|||||
|
2017
Q4 | $2.11M | Buy |
|