Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $269K | Sell |
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|
2025
Q4 | $269K | Buy |
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|
2025
Q3 | $247K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $995K | Buy |
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|
2020
Q3 | $801K | Buy |
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|
2020
Q2 | $758K | Buy |
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|
2020
Q1 | $585K | Buy |
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