Empirical Wealth Management’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 | $360K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $347K | Buy |
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