EP Wealth Advisors’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 | $2.59M | Buy |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $928K | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $530K | Sell |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $610K | Sell |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $593K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $242K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.81M | Buy |
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