HC 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 | $2.86M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $2.24M | Buy |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.43M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.49M | Buy |
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