Evermay 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 | $699K | Buy |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $525K | Sell |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.11M | Hold |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $2.1M | Sell |
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|
2018
Q4 | $1.89M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $349K | Buy |
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|
2015
Q2 | $278K | Hold |
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|
2015
Q1 | $282K | Hold |
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|
2014
Q4 | $266K | Hold |
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|
2014
Q3 | $253K | Hold |
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|
2014
Q2 | $263K | Buy |
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