M&T Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
13,818
-1,443
| -9% | -$40.5K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $400K | Hold |
15,261
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q4 | $423K | Hold |
15,261
| – | – | ﹤0.01% | 1231 |
|
|
2024
Q3 | $423K | Hold |
15,261
| – | – | ﹤0.01% | 1222 |
|
|
2024
Q2 | $396K | Hold |
15,261
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q1 | $414K | Sell |
15,261
-600
| -4% | -$16.3K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $398K | Buy |
15,861
+2,100
| +15% | +$52.7K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $310K | Sell |
13,761
-2,082
| -13% | -$47K | ﹤0.01% | 1262 |
|
|
2023
Q2 | $375K | Buy |
15,843
+288
| +2% | +$6.82K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $352K | Buy |
+15,555
| New | +$352K | ﹤0.01% | 1238 |
|