Envestnet Asset 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 | $61.6M | Sell |
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2025
Q1 | $64.3M | Sell |
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2024
Q4 | $71.8M | Buy |
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2024
Q3 | $62.6M | Sell |
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2024
Q2 | $60.2M | Sell |
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2024
Q1 | $63.7M | Buy |
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2023
Q4 | $55.4M | Sell |
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2023
Q3 | $51.2M | Sell |
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2023
Q2 | $60.9M | Sell |
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2023
Q1 | $63.6M | Sell |
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2022
Q4 | $63.3M | Sell |
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2022
Q3 | $60.8M | Buy |
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2022
Q2 | $57.6M | Sell |
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2022
Q1 | $71.3M | Sell |
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2021
Q4 | $81.3M | Buy |
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2021
Q3 | $67.3M | Sell |
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2021
Q2 | $92M | Buy |
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2021
Q1 | $79.4M | Buy |
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2020
Q4 | $38.4M | Buy |
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2020
Q3 | $20.8M | Buy |
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2020
Q2 | $18.6M | Buy |
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2020
Q1 | $11.8M | Sell |
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2019
Q4 | $20.3M | Sell |
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2019
Q3 | $121M | Buy |
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2019
Q2 | $14.6M | Buy |
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2019
Q1 | $13.2M | Buy |
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2018
Q4 | $5.5M | Buy |
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2018
Q3 | $2.36M | Buy |
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2016
Q4 | – | Sell |
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2016
Q3 | $2.08M | Buy |
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2016
Q2 | $1.84M | Sell |
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2016
Q1 | $2.09M | Sell |
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2015
Q4 | $3.08M | Sell |
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2015
Q3 | $3.61M | Sell |
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2015
Q2 | $4.81M | Buy |
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2015
Q1 | $4.66M | Buy |
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2014
Q4 | $3.73M | Sell |
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2014
Q3 | $3.83M | Sell |
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2014
Q2 | $4.05M | Sell |
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2014
Q1 | $4.1M | Buy |
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2013
Q4 | $3.79M | Buy |
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2013
Q3 | $2.81M | Buy |
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2013
Q2 | $1.95M | Buy |
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