Diligent Investors’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 | $575K | Buy |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $934K | Hold |
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|
2024
Q3 | $934K | Sell |
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|
2024
Q2 | $886K | Hold |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $915K | Buy |
|
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|
2023
Q1 | $821K | Hold |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $702K | Hold |
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|
2022
Q2 | $727K | Hold |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $919K | Buy |
|