Mather Group’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 | $2.7M | Sell |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $2.48M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $3.22M | Sell |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $3.25M | Buy |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3.06M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $2.89M | Buy |
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|
2020
Q3 | $2.27M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $256K | Buy |
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