Koshinski Asset Management’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 | $19.4M | Buy |
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|
2025
Q1 | $17.5M | Buy |
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|
2024
Q4 | $17.9B | Buy |
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|
2024
Q3 | $17.3M | Buy |
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|
2024
Q2 | $15.6M | Sell |
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|
2024
Q1 | $16.5M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $12.5M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.55M | Buy |
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|
2022
Q2 | $9.5M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.84M | Buy |
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|
2021
Q2 | $7.02M | Sell |
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|
2021
Q1 | $8.53M | Buy |
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|
2020
Q4 | $7.72M | Buy |
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|
2020
Q3 | $6.47K | Buy |
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|
2020
Q2 | $4.13M | Buy |
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|
2020
Q1 | $2.58M | Buy |
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|
2019
Q4 | $1.92M | Buy |
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|
2019
Q3 | $969K | Sell |
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|
2019
Q2 | $979K | Sell |
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|
2019
Q1 | $1.06K | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $649K | Sell |
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|
2017
Q4 | $955K | Buy |
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|
2017
Q3 | $636K | Buy |
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|
2017
Q2 | $489K | Buy |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $295K | Sell |
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|
2016
Q3 | $359K | Buy |
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|
2016
Q2 | $235K | Buy |
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|
2016
Q1 | $207K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $387K | Buy |
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