GHP Investment Advisors’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 | $1.11M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $839K | Buy |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $204K | Buy |
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