Marietta Investment Partners’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 | $221K | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $209K | Buy |
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