Lowery Thomas LLC’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 | $892K | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $946K | Buy |
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|
2023
Q2 | $967K | Sell |
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|
2023
Q1 | $939K | Buy |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $543K | Buy |
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