Ironwood Financial’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 | $1.77M | Hold |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $2.54M | Buy |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $2.28M | Buy |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.84M | Buy |
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $1.64M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.41M | Buy |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.2M | Sell |
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|
2016
Q2 | $1.17M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q3 | $6.96M | Sell |
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|
2015
Q2 | $7.64M | Sell |
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|
2015
Q1 | $7.76M | Buy |
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|
2014
Q4 | $7.1M | Buy |
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