Harfst & Associates’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 | $648K | Sell |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $712K | Sell |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $687K | Sell |
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|
2022
Q1 | $839K | Hold |
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|
2021
Q4 | $889K | Sell |
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|
2021
Q3 | $855K | Hold |
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|
2021
Q2 | $873K | Hold |
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|
2021
Q1 | $830K | Sell |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $635K | Hold |
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|
2020
Q2 | $602K | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.92M | Sell |
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|
2019
Q2 | $2.09M | Sell |
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|
2019
Q1 | $2.15M | Sell |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $2.71M | Sell |
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|
2018
Q2 | $6.33M | Sell |
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|
2018
Q1 | $8.5M | Sell |
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|
2017
Q4 | $9.03M | Sell |
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|
2017
Q3 | $9.12M | Sell |
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|
2017
Q2 | $9.25M | Sell |
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|
2017
Q1 | $9.2M | Sell |
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|
2016
Q4 | $9.05M | Buy |
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|
2016
Q3 | $8.67M | Buy |
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|
2016
Q2 | $7.29M | Buy |
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|
2016
Q1 | $4.52M | Sell |
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|
2015
Q4 | $4.58M | Sell |
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|
2015
Q3 | $4.51M | Buy |
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|
2015
Q2 | $4.8M | Buy |
|