Essex LLC’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 | $17.6M | Buy |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $16.1M | Buy |
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|
2024
Q2 | $13.7M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $6.98M | Buy |
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|
2023
Q2 | $6.74M | Buy |
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|
2023
Q1 | $5.65M | Hold |
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|
2022
Q4 | $5.65M | Buy |
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|
2022
Q3 | $5.19M | Buy |
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|
2022
Q2 | $5.23M | Buy |
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $6.5M | Buy |
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|
2021
Q3 | $6.01M | Buy |
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