Manchester Financial’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 | $6.46M | Sell |
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|
2025
Q2 | $10.9M | Sell |
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|
2025
Q1 | $16.6M | Sell |
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|
2024
Q4 | $22.7M | Sell |
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|
2024
Q3 | $24.4M | Sell |
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|
2024
Q2 | $23.5M | Buy |
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|
2024
Q1 | $24.3M | Buy |
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|
2023
Q4 | $21.9M | Sell |
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|
2023
Q3 | $19.8M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $19.3M | Buy |
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|
2022
Q4 | $18.4M | Buy |
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|
2022
Q3 | $16.4M | Buy |
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|
2022
Q2 | $15.9M | Sell |
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|
2022
Q1 | $19.4M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $18.2M | Buy |
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|
2021
Q2 | $17.9M | Buy |
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|
2021
Q1 | $16.2M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $714K | Buy |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $673K | Sell |
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|
2019
Q4 | $29.2M | Buy |
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|
2019
Q3 | $27.4M | Buy |
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|
2019
Q2 | $26.6M | Buy |
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|
2019
Q1 | $24.7M | Buy |
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|
2018
Q4 | $21M | Buy |
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