Forte Capital’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 | $1.02M | Sell |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $4M | Hold |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.81M | Sell |
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|
2021
Q2 | $3.92M | Buy |
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|
2021
Q1 | $3.72M | Buy |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $2.76M | Sell |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.66M | Buy |
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|
2019
Q1 | $2.5M | Buy |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $2.43M | Buy |
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|
2018
Q2 | $2.28M | Buy |
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|
2018
Q1 | $2.13M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.81M | Buy |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.53M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $916K | Buy |
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|
2016
Q1 | $578K | Buy |
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