Creative Planning’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 | $830M | Buy |
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|
2025
Q1 | $758M | Buy |
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|
2024
Q4 | $792M | Sell |
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|
2024
Q3 | $817M | Sell |
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|
2024
Q2 | $782M | Sell |
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|
2024
Q1 | $825M | Sell |
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|
2023
Q4 | $773M | Buy |
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|
2023
Q3 | $693M | Sell |
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|
2023
Q2 | $729M | Sell |
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|
2023
Q1 | $710M | Sell |
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|
2022
Q4 | $706M | Buy |
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|
2022
Q3 | $616M | Buy |
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|
2022
Q2 | $577M | Buy |
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|
2022
Q1 | $521M | Buy |
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|
2021
Q4 | $441M | Buy |
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|
2021
Q3 | $419M | Buy |
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|
2021
Q2 | $420M | Sell |
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|
2021
Q1 | $416M | Sell |
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|
2020
Q4 | $382M | Buy |
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|
2020
Q3 | $310M | Sell |
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|
2020
Q2 | $294M | Buy |
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|
2020
Q1 | $230M | Buy |
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|
2019
Q4 | $20.3M | Sell |
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|
2019
Q3 | $19.8M | Buy |
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|
2019
Q2 | $19.5M | Buy |
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|
2019
Q1 | $11.9M | Buy |
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|
2018
Q4 | $9.48M | Buy |
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|
2018
Q3 | $10.9M | Buy |
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|
2018
Q2 | $9.86M | Buy |
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|
2018
Q1 | $8.15M | Buy |
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|
2017
Q4 | $7.13M | Buy |
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|
2017
Q3 | $5.74M | Sell |
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|
2017
Q2 | $10.7M | Buy |
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|
2017
Q1 | $3.15M | Buy |
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|
2016
Q4 | $2.4M | Buy |
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|
2016
Q3 | $1.58M | Buy |
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|
2016
Q2 | $531K | Buy |
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|
2016
Q1 | $217K | Buy |
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|
2015
Q4 | $211K | Sell |
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|
2015
Q3 | $259K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $122K | Sell |
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|
2014
Q4 | $122K | Buy |
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|
2014
Q3 | $54K | Buy |
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|
2014
Q2 | $18K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $37K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3K | Buy |
|