EWG Elevate’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
Q3 | $919K | Sell |
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|
2025
Q2 | $880K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $6.33M | Sell |
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|
2024
Q3 | $6.83M | Buy |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $5.55M | Sell |
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|
2023
Q4 | $5.81M | Sell |
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|
2023
Q3 | $5.44M | Sell |
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|
2023
Q2 | $5.76M | Sell |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $7.08M | Buy |
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|
2022
Q3 | $6.25M | Sell |
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|
2022
Q2 | $6.49M | Buy |
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|
2022
Q1 | $7.73M | Buy |
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|
2021
Q4 | $7.5M | Buy |
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|
2021
Q3 | $6.88M | Buy |
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|
2021
Q2 | $6.73M | Buy |
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|
2021
Q1 | $6.28M | Buy |
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|
2020
Q4 | $5.63M | Sell |
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|
2020
Q3 | $4.64M | Buy |
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|
2020
Q2 | $4.25M | Buy |
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|
2020
Q1 | $3.36M | Buy |
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|
2019
Q4 | $3.31M | Buy |
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