Econ Financial Services’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 | $1.83M | Sell |
|
|||||
|
2025
Q2 | $1.77M | Buy |
|
|||||
|
2025
Q1 | $1.64M | Sell |
|
|||||
|
2024
Q4 | $1.74M | Sell |
|
|||||
|
2024
Q3 | $1.81M | Buy |
|
|||||
|
2024
Q2 | $1.67M | Buy |
|
|||||
|
2024
Q1 | $1.71M | Sell |
|
|||||
|
2023
Q4 | $2.04M | Sell |
|
|||||
|
2023
Q3 | $1.86M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $469K | Buy |
|
|||||
|
2022
Q3 | $429K | Sell |
|
|||||
|
2022
Q2 | $3.32M | Buy |
|
|||||
|
2022
Q1 | $3.49M | Sell |
|
|||||
|
2021
Q4 | $7K | Buy |
|
|||||
|
2019
Q2 | $3.81M | Buy |
|
|||||
|
2019
Q1 | $2.78M | Sell |
|
|||||
|
2018
Q4 | $2.98M | Buy |
|