MAI Capital 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 | $15M | Sell |
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|
2025
Q1 | $18M | Buy |
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|
2024
Q4 | $18.2M | Buy |
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|
2024
Q3 | $7.28M | Sell |
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|
2024
Q2 | $7.21M | Buy |
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|
2024
Q1 | $7.3M | Buy |
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|
2023
Q4 | $6.74M | Sell |
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|
2023
Q3 | $6.13M | Buy |
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|
2023
Q2 | $5.67M | Sell |
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|
2023
Q1 | $5.75M | Sell |
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|
2022
Q4 | $6.32M | Buy |
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|
2022
Q3 | $5.83M | Sell |
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|
2022
Q2 | $6.08M | Buy |
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|
2022
Q1 | $7.29M | Sell |
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|
2021
Q4 | $7.76M | Buy |
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|
2021
Q3 | $7.22M | Sell |
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|
2021
Q2 | $7.63M | Buy |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $2.31M | Sell |
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|
2019
Q3 | $2.31M | Sell |
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|
2019
Q2 | $2.38M | Buy |
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