Jones Financial Companies’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 | $63.6M | Buy |
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|
2025
Q1 | $43.4M | Buy |
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|
2024
Q4 | $35.7M | Buy |
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|
2024
Q3 | $25.8M | Buy |
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|
2024
Q2 | $22.5M | Buy |
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|
2024
Q1 | $18.6M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $14.2M | Sell |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q3 | $6.14M | Sell |
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|
2022
Q2 | $6.75M | Sell |
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|
2022
Q1 | $8.56M | Buy |
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|
2021
Q4 | $8.64M | Buy |
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|
2021
Q3 | $8.17M | Sell |
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|
2021
Q2 | $8.44M | Sell |
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|
2021
Q1 | $8.42M | Sell |
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|
2020
Q4 | $8M | Sell |
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|
2020
Q3 | $6.92M | Buy |
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|
2020
Q2 | $6.47M | Sell |
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|
2020
Q1 | $5.79M | Buy |
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