Dynamic Advisor Solutions’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 | $27.6M | Sell |
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|
2025
Q2 | $26.9M | Buy |
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|
2025
Q1 | $24.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $27.3M | Buy |
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|
2024
Q2 | $24.2M | Buy |
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|
2024
Q1 | $21.5M | Sell |
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|
2023
Q4 | $20.4M | Buy |
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|
2023
Q3 | $16.9M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $8.79M | Buy |
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|
2022
Q4 | $2.65M | Buy |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $680K | Buy |
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|
2018
Q1 | $518K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $225K | Buy |
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