Country Club Bank’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 | $355K | Hold |
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|
2025
Q2 | $335K | Sell |
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|
2025
Q1 | $393K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $384K | Buy |
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