MCF 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 | $1.84M | Buy |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $932K | Sell |
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|
2024
Q2 | $873K | Sell |
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|
2024
Q1 | $914K | Sell |
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|
2023
Q4 | $991K | Sell |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $164K | Sell |
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|
2020
Q4 | $154K | Sell |
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|
2020
Q3 | $127K | Sell |
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|
2020
Q2 | $121K | Sell |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $5.18M | Sell |
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|
2019
Q3 | $5.14M | Buy |
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|
2019
Q2 | $4.97M | Sell |
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|
2019
Q1 | $7.04M | Buy |
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|
2018
Q4 | $5.76M | Buy |
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|
2018
Q3 | $4.19M | Sell |
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|
2018
Q2 | $4.22M | Buy |
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|
2018
Q1 | $3.91M | Buy |
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|
2017
Q4 | $3.54M | Buy |
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|
2017
Q3 | $2.72M | Buy |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.46M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.31M | Buy |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $967K | Buy |
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|
2015
Q4 | $818K | Buy |
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|
2015
Q3 | $778K | Buy |
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|
2015
Q2 | $585K | Buy |
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|
2015
Q1 | $318K | Buy |
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|
2014
Q4 | $112K | Buy |
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|
2014
Q3 | $88K | Buy |
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|
2014
Q2 | $61K | Buy |
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|
2014
Q1 | $43K | Buy |
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|
2013
Q4 | $19K | Buy |
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