Highland Capital Management (Tennessee)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
11,190
| – | – | 0.02% | 321 |
|
|
2025
Q1 | $293K | Buy |
11,190
+2,775
| +33% | +$72.7K | 0.02% | 316 |
|
|
2024
Q4 | $233K | Sell |
8,415
-384
| -4% | -$10.6K | 0.01% | 337 |
|
|
2024
Q3 | $244K | Hold |
8,799
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $228K | Buy |
+8,799
| New | +$228K | 0.01% | 324 |
|
|
2015
Q4 | – | Sell |
-1,440
| Closed | -$19K | – | 504 |
|
|
2015
Q3 | $19K | Hold |
1,440
| – | – | ﹤0.01% | 436 |
|
|
2015
Q2 | $20K | Buy |
+1,440
| New | +$20K | ﹤0.01% | 457 |
|