McAdam LLC’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 | $2.86M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $990K | Sell |
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|
2020
Q1 | $827K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $699K | Buy |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $355K | Buy |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $102K | Sell |
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|
2018
Q1 | $103K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $249K | Buy |
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