Curbstone Financial Management Corp’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 | $14.4M | Sell |
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|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $14.5M | Sell |
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|
2024
Q3 | $14.7M | Sell |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $12.9M | Sell |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $10.8M | Sell |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $9.41M | Buy |
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|
2020
Q2 | $8.6M | Buy |
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|
2020
Q1 | $6.68M | Sell |
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|
2019
Q4 | $9.85M | Buy |
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|
2019
Q3 | $8.94M | Buy |
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|
2019
Q2 | $8.94M | Buy |
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|
2019
Q1 | $8.52M | Buy |
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|
2018
Q4 | $7.13M | Sell |
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|
2018
Q3 | $8.64M | Buy |
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|
2018
Q2 | $8.17M | Buy |
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|
2018
Q1 | $7.58M | Buy |
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|
2017
Q4 | $3.81M | Sell |
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|
2017
Q3 | $6.87M | Buy |
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|
2017
Q2 | $3.23M | Buy |
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|
2017
Q1 | $3.02M | Buy |
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|
2016
Q4 | $2.83M | Sell |
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|
2016
Q3 | $4.62M | Buy |
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|
2016
Q2 | $4.26M | Sell |
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|
2016
Q1 | $4.27M | Buy |
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|
2015
Q4 | $4.05M | Buy |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $1.78M | Buy |
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|
2015
Q1 | $1.54M | Buy |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $1.02M | Buy |
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|
2014
Q1 | $841K | Buy |
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