MBA Advisors’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 | $2.2M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.52M | Sell |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $3.41M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $5.84M | Sell |
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|
2023
Q2 | $6.18M | Buy |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $5.24M | Buy |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $4.51M | Buy |
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|
2022
Q1 | $5.17M | Buy |
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|
2021
Q4 | $5.15M | Buy |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $4.69K | Sell |
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|
2021
Q1 | $4.74K | Buy |
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