Focus Partners Advisor Solutions’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 | $954K | Buy |
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|
2025
Q1 | $869K | Sell |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $652K | Buy |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $319K | Buy |
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