Grimes & Company’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 | $609K | Sell |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $533K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $880K | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $886K | Sell |
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|
2021
Q3 | $845K | Sell |
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|
2021
Q2 | $867K | Sell |
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|
2021
Q1 | $853K | Sell |
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|
2020
Q4 | $790K | Buy |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $760K | Sell |
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|
2019
Q3 | $754K | Sell |
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|
2019
Q2 | $769K | Sell |
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|
2019
Q1 | $754K | Sell |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $2.24M | Sell |
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|
2018
Q2 | $2.15M | Sell |
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|
2018
Q1 | $2.14M | Sell |
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|
2017
Q4 | $2.16M | Buy |
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|
2017
Q3 | $2M | Buy |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.9M | Buy |
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|
2016
Q4 | $1.79M | Buy |
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|
2016
Q3 | $1.71M | Buy |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $353K | Sell |
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|
2015
Q2 | $2.83M | Buy |
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