IFP 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 | $22M | Buy |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $21.3M | Buy |
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|
2024
Q3 | $21.1M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $20.2M | Sell |
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|
2023
Q4 | $19.4M | Buy |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $11.3M | Hold |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $8.93M | Buy |
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|
2020
Q2 | $8.39M | Sell |
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|
2020
Q1 | $8.62M | Buy |
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|
2019
Q4 | $11.9M | Buy |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q1 | $162K | Sell |
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|
2018
Q4 | $4.24M | Sell |
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|
2018
Q3 | $5.91M | Buy |
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|
2018
Q2 | $4.49M | Buy |
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|
2018
Q1 | $2.99M | Hold |
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|
2017
Q4 | $2.99M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $2.33M | Buy |
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|
2017
Q1 | $2.04M | Buy |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $162K | Sell |
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|
2015
Q4 | $1.01M | Buy |
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