Integrated Wealth Concepts’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 | $1.55M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.22M | Buy |
|
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|
2024
Q2 | $777K | Sell |
|
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|
2024
Q1 | $1.02M | Buy |
|
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $739K | Sell |
|
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|
2023
Q2 | $780K | Buy |
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|
2023
Q1 | $675K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $212K | Sell |
|
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.94M | Sell |
|
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $8.21M | Buy |
|
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|
2020
Q4 | $6.91M | Buy |
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|
2020
Q3 | $5.47M | Buy |
|