IMA Advisory Services’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 | $12.5M | Buy |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $10.7M | Sell |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $9.92M | Sell |
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|
2022
Q3 | $9.16M | Sell |
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|
2022
Q2 | $9.54M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.99M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $9.83M | Sell |
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|
2020
Q4 | $9.27M | Buy |
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|
2020
Q3 | $7.48M | Sell |
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|
2020
Q2 | $7.24M | Buy |
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|
2020
Q1 | $3.35M | Buy |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.56M | Buy |
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|
2019
Q2 | $3.48M | Buy |
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|
2019
Q1 | $3.07M | Buy |
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|
2018
Q4 | $2.52M | Buy |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.43M | Sell |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $1.28M | Buy |
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|
2017
Q2 | $969K | Buy |
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|
2017
Q1 | $664K | Buy |
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|
2016
Q4 | $265K | Buy |
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