Main Street Financial Solutions’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
$9.1M Buy
2025
Q2
$8.32M Buy
2025
Q1
$7.51M Buy
2024
Q4
$7.44M Buy
2024
Q3
$7.11M Buy
2024
Q2
$6.55M Buy
2024
Q1
$6.53M Buy
2023
Q4
$5.75M Buy
2023
Q3
$4.98M Buy
2023
Q2
$4.92M Buy
2023
Q1
$4.43M Buy
2022
Q4
$4.25M Buy
2022
Q3
$3.86M Buy
2022
Q2
$3.54M Sell
2022
Q1
$4.3M Buy
2021
Q4
$4.31M Buy
2021
Q3
$4.06M Buy
2021
Q2
$3.81M Buy
2021
Q1
$3.42M Buy
2020
Q4
$2.98M Buy