Kestra Advisory Services’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 | $4.39M | Buy |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.37M | Sell |
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|
2024
Q4 | $4.8M | Sell |
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|
2024
Q3 | $20M | Sell |
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|
2024
Q2 | $20.3M | Buy |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $3.66M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $40.9M | Buy |
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|
2021
Q2 | $3.17M | Sell |
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|
2021
Q1 | $3.25M | Sell |
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|
2020
Q4 | $37.4M | Buy |
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|
2020
Q3 | $2.55M | Buy |
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