HighTower 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 | $297M | Buy |
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|
2025
Q1 | $263M | Sell |
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|
2024
Q4 | $279M | Buy |
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|
2024
Q3 | $271M | Buy |
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|
2024
Q2 | $247M | Sell |
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|
2024
Q1 | $301M | Buy |
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|
2023
Q4 | $274M | Buy |
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|
2023
Q3 | $242M | Buy |
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|
2023
Q2 | $245M | Buy |
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|
2023
Q1 | $230M | Buy |
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|
2022
Q4 | $194M | Buy |
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|
2022
Q3 | $168M | Sell |
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|
2022
Q2 | $217M | Sell |
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|
2022
Q1 | $272M | Buy |
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|
2021
Q4 | $267M | Buy |
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|
2021
Q3 | $187M | Buy |
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|
2021
Q2 | $184M | Buy |
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|
2021
Q1 | $172M | Buy |
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|
2020
Q4 | $152M | Buy |
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|
2020
Q3 | $84.6M | Buy |
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|
2020
Q2 | $79.2M | Buy |
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|
2020
Q1 | $49.2M | Buy |
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|
2019
Q4 | $29.3M | Buy |
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|
2019
Q3 | $26.5M | Buy |
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|
2019
Q2 | $24.9M | Sell |
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|
2019
Q1 | $25M | Buy |
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|
2018
Q4 | $20.1M | Buy |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $9.21M | Buy |
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|
2018
Q1 | $8.76M | Buy |
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|
2017
Q4 | $7.47M | Buy |
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|
2017
Q3 | $6.06M | Buy |
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|
2017
Q2 | $5.7M | Buy |
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|
2017
Q1 | $4.73M | Buy |
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|
2016
Q4 | $3.9M | Buy |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $291K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $262K | Buy |
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