D.A. Davidson & Co’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
Q4
$873K Buy
2018
Q1
Sell
2017
Q4
$227K Buy
2017
Q3
Sell
2017
Q2
$59K Buy
2017
Q1
$18K Hold
2016
Q4
$18K Buy