Missouri Trust & Investment Company’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
Q3
$9.75M Buy
2025
Q2
$8.74M Buy
2025
Q1
$7.97M Buy
2024
Q4
$8.39M Buy
2024
Q3
$7.4M Buy
2024
Q2
$5.02M Buy
2024
Q1
$4.43M Sell
2023
Q4
$4.85M Buy
2023
Q3
$4.22M Buy
2023
Q2
$4.33M Sell
2023
Q1
$4.6M Buy
2022
Q4
$3.95M Buy
2022
Q3
$3.19M Buy
2022
Q2
$3.09M Buy
2022
Q1
$3.22M Buy
2021
Q4
$3.17M Buy