Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $536K | Sell |
|
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|
2024
Q2 | $544K | Buy |
|
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|
2024
Q1 | $484K | Sell |
|
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $656K | Buy |
|