Financial Management Professionals’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 | – | Sell |
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|
2025
Q2 | $1.68K | Sell |
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|
2025
Q1 | $71.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $29.9M | Buy |
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|
2019
Q3 | $14.8M | Sell |
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|
2019
Q2 | $40M | Sell |
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|
2019
Q1 | $56.4M | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $44.7M | Buy |
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|
2016
Q2 | $42.5M | Buy |
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|
2016
Q1 | $16.2M | Buy |
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|
2015
Q4 | $14.1M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $25M | Buy |
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|
2014
Q1 | $23.8M | Buy |
|