Financial Engines Advisors’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 | $1.69B | Buy |
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|
2025
Q1 | $1.54B | Sell |
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|
2024
Q4 | $1.65B | Sell |
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|
2024
Q3 | $1.67B | Buy |
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|
2024
Q2 | $1.66B | Buy |
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|
2024
Q1 | $1.72B | Sell |
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|
2023
Q4 | $1.59B | Buy |
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|
2023
Q3 | $1.39B | Buy |
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|
2023
Q2 | $1.33B | Buy |
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|
2023
Q1 | $1.21B | Buy |
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|
2022
Q4 | $1.1B | Buy |
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|
2022
Q3 | $901M | Buy |
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|
2022
Q2 | $894M | Buy |
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|
2022
Q1 | $834M | Buy |
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|
2021
Q4 | $814M | Buy |
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|
2021
Q3 | $688M | Buy |
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|
2021
Q2 | $648M | Buy |
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|
2021
Q1 | $538M | Buy |
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|
2020
Q4 | $405M | Buy |
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|
2020
Q3 | $270M | Buy |
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|
2020
Q2 | $204M | Buy |
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|
2020
Q1 | $134M | Buy |
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|
2019
Q4 | $156M | Buy |
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|
2019
Q3 | $135M | Sell |
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|
2019
Q2 | $144M | Buy |
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|
2019
Q1 | $137M | Buy |
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|
2018
Q4 | $98.2M | Buy |
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|
2018
Q3 | $60.5M | Buy |
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|
2018
Q2 | $43.2M | Buy |
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|
2018
Q1 | $30.4M | Buy |
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|
2017
Q4 | $199M | Sell |
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|
2017
Q3 | $27.7M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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