D.B. Root & Company’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 | $1.63M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $454K | Sell |
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|
2019
Q4 | $749K | Sell |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $717K | Sell |
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|
2019
Q1 | $816K | Buy |
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|
2018
Q4 | $683K | Buy |
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|
2018
Q3 | $203K | Buy |
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