Family 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
Q3 | $234K | Hold |
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|
2025
Q2 | $221K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $198K | Hold |
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|
2023
Q3 | $178K | Hold |
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|
2023
Q2 | $187K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $159K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $206K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $179K | Buy |
|