McCarthy Asset Management’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 | $4.51M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.49M | Sell |
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|
2024
Q3 | $4.69M | Sell |
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|
2024
Q2 | $4.59M | Buy |
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|
2024
Q1 | $4.73M | Sell |
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|
2023
Q4 | $4.45M | Sell |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $4.54M | Sell |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $4.42M | Sell |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $3.32M | Sell |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $4.06M | Buy |
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|
2021
Q2 | $4.02M | Buy |
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|
2021
Q1 | $3.56M | Buy |
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|
2020
Q4 | $2.97M | Buy |
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