Fortis Capital Management’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 | $10.2M | Buy |
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|
2025
Q1 | $9.01M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.61M | Buy |
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|
2024
Q2 | $8.87M | Buy |
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|
2024
Q1 | $9.13M | Buy |
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|
2023
Q4 | $8.29M | Buy |
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|
2023
Q3 | $7.34M | Buy |
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|
2023
Q2 | $7.03M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $5.02M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $3.35M | Buy |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.3M | Buy |
|