M&T Bank’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 | $410K | Hold |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $352K | Buy |
|