Greenleaf Trust’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 | $670K | Sell |
|
|||||
|
2025
Q2 | $982K | Sell |
|
|||||
|
2025
Q1 | $1M | Buy |
|
|||||
|
2024
Q4 | $1M | Buy |
|
|||||
|
2024
Q3 | $912K | Buy |
|
|||||
|
2024
Q2 | $833K | Buy |
|
|||||
|
2024
Q1 | $839K | Hold |
|
|||||
|
2023
Q4 | $776K | Hold |
|
|||||
|
2023
Q3 | $697K | Hold |
|
|||||
|
2023
Q2 | $731K | Hold |
|
|||||
|
2023
Q1 | $699K | Hold |
|
|||||
|
2022
Q4 | $676K | Hold |
|
|||||
|
2022
Q3 | $623K | Hold |
|
|||||
|
2022
Q2 | $646K | Hold |
|
|||||
|
2022
Q1 | $781K | Hold |
|
|||||
|
2021
Q4 | $828K | Hold |
|
|||||
|
2021
Q3 | $789K | Buy |
|
|||||
|
2021
Q2 | $324K | Hold |
|
|||||
|
2021
Q1 | $308K | Buy |
|