Cresset 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 | $6.93M | Sell |
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|
2025
Q1 | $7.24M | Buy |
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|
2024
Q4 | $7.22M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $7.4M | Sell |
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|
2024
Q1 | $7.8M | Buy |
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|
2023
Q4 | $6.88M | Sell |
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|
2023
Q3 | $7.35M | Buy |
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|
2023
Q2 | $7.17M | Sell |
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|
2023
Q1 | $7.07M | Buy |
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|
2022
Q4 | $6.8M | Sell |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $5.6M | Buy |
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|
2022
Q1 | $5.2M | Sell |
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|
2021
Q4 | $6.97M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $330K | Hold |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $315K | Buy |
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|
2019
Q1 | $268K | Buy |
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