Greenwood Gearhart’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 | $460K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Buy |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $262K | Buy |
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