Jackson Hole Capital Partners’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 | $46.3K | Hold |
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|
2025
Q1 | $43.2K | Hold |
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|
2024
Q4 | $45.7K | Hold |
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|
2024
Q3 | $45.7K | Hold |
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|
2024
Q2 | $42.8K | Hold |
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|
2024
Q1 | $44.8K | Hold |
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|
2023
Q4 | $41.4K | Hold |
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|
2023
Q3 | $37.2K | Hold |
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|
2023
Q2 | $39.1K | Hold |
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|
2023
Q1 | $37.3K | Hold |
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|
2022
Q4 | $36.1K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $35K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $1.16M | Hold |
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|
2019
Q2 | $1.17M | Hold |
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|
2019
Q1 | $1.14M | Hold |
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|
2018
Q4 | $984K | Buy |
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