Fiduciary Trust’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 | $1.01M | Hold |
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|
2025
Q2 | $959K | Hold |
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|
2025
Q1 | $896K | Hold |
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|
2024
Q4 | $948K | Hold |
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|
2024
Q3 | $947K | Hold |
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|
2024
Q2 | $887K | Hold |
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|
2024
Q1 | $928K | Buy |
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|
2023
Q4 | $851K | Sell |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $845K | Sell |
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|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $849K | Hold |
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|
2022
Q3 | $783K | Hold |
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|
2022
Q2 | $811K | Hold |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $878K | Hold |
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|
2021
Q2 | $896K | Buy |
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|
2021
Q1 | $745K | Sell |
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|
2020
Q4 | $689K | Hold |
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|
2020
Q3 | $560K | Sell |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | $461K | Buy |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $269K | Buy |
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