Mitchell Capital 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 | $365K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $440K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $775K | Sell |
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|
2023
Q2 | $966K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $949K | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $863K | Sell |
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|
2020
Q4 | $906K | Buy |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $836K | Sell |
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|
2020
Q1 | $701K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $979K | Buy |
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|
2019
Q2 | $832K | Buy |
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|
2019
Q1 | $801K | Sell |
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|
2018
Q4 | $786K | Sell |
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|
2018
Q3 | $966K | Sell |
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|
2018
Q2 | $936K | Buy |
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|
2018
Q1 | $881K | Sell |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.74M | Sell |
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|
2017
Q2 | $2.93M | Buy |
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|
2017
Q1 | $2.78M | Sell |
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|
2016
Q4 | $4.17M | Buy |
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|
2016
Q3 | $772K | Buy |
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