Cozad Asset 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
Q2 | $572K | Hold |
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|
2025
Q1 | $534K | Hold |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $802K | Hold |
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|
2023
Q2 | $841K | Hold |
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|
2023
Q1 | $804K | Hold |
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|
2022
Q4 | $777K | Hold |
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|
2022
Q3 | $717K | Hold |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $924K | Hold |
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|
2021
Q4 | $980K | Buy |
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|
2021
Q3 | $878K | Hold |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $845K | Hold |
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|
2020
Q4 | $774K | Hold |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $595K | Buy |
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