HT Partners’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
$208K Buy
2016
Q1
Sell
2015
Q4
$19.6M Sell
2015
Q3
$19.7M Sell
2015
Q2
$23.6M Buy
2015
Q1
$23.4M Buy
2014
Q4
$208K Buy