JMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $95.9M | Sell |
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|
2025
Q2 | $92.5M | Buy |
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|
2025
Q1 | $75.3M | Sell |
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|
2024
Q4 | $79.9M | Sell |
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|
2024
Q3 | $80.7M | Buy |
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|
2024
Q2 | $75.4M | Sell |
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|
2024
Q1 | $79.5M | Sell |
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|
2023
Q4 | $75.6M | Buy |
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|
2023
Q3 | $64.2M | Sell |
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|
2023
Q2 | $68.6M | Sell |
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|
2023
Q1 | $68M | Sell |
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|
2022
Q4 | $66.6M | Buy |
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|
2022
Q3 | $54M | Sell |
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|
2022
Q2 | $59.1M | Sell |
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|
2022
Q1 | $78.6M | Buy |
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|
2021
Q4 | $69.2M | Buy |
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|
2021
Q3 | $66M | Buy |
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|
2021
Q2 | $67.2M | Sell |
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|
2021
Q1 | $64M | Sell |
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|
2020
Q4 | $60M | Sell |
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|
2020
Q3 | $50.2M | Buy |
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|
2020
Q2 | $47.1M | Buy |
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|
2020
Q1 | $36.7M | Buy |
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|
2019
Q4 | $35.3M | Buy |
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|
2019
Q3 | $32.7M | Buy |
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|
2019
Q2 | $32.8M | Buy |
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|
2019
Q1 | $26.6M | Sell |
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|
2018
Q4 | $30M | Buy |
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|
2018
Q3 | $17.3M | Buy |
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|
2018
Q2 | $13.6M | Buy |
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|
2018
Q1 | $12.2M | Buy |
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|
2017
Q4 | $12.2M | Sell |
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|
2017
Q3 | $11.8M | Sell |
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|
2017
Q2 | $13.6M | Buy |
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|
2017
Q1 | $12.6M | Buy |
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|
2016
Q4 | $10.6M | Sell |
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|
2016
Q3 | $12.1M | Buy |
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|
2016
Q2 | $11.2M | Buy |
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|
2016
Q1 | $9.7M | Buy |
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|
2015
Q4 | $8.05M | Buy |
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|
2015
Q3 | $6.71M | Sell |
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|
2015
Q2 | $8.35M | Buy |
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|
2015
Q1 | $7.39M | Buy |
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|
2014
Q4 | $2.99M | Buy |
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|
2014
Q3 | $2.66M | Buy |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $979K | Buy |
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|
2013
Q4 | $519K | Buy |
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|
2013
Q3 | $348K | Buy |
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|
2013
Q2 | $223K | Buy |
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