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