IEQ Capital’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 | $1.22M | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $308K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $354K | Buy |
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