Financial Management Network’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 | $213K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | $205K | Buy |
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