Moisand Fitzgerald Tamayo’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 | $7.75M | Sell |
|
|||||
|
2025
Q1 | $7.51M | Sell |
|
|||||
|
2024
Q4 | $8.03M | Sell |
|
|||||
|
2024
Q3 | $8.53M | Sell |
|
|||||
|
2024
Q2 | $30.5M | Buy |
|
|||||
|
2024
Q1 | $30.8M | Buy |
|
|||||
|
2023
Q4 | $27M | Buy |
|
|||||
|
2023
Q3 | $20.8M | Sell |
|
|||||
|
2023
Q2 | $21.9M | Buy |
|
|||||
|
2023
Q1 | $20.4M | Buy |
|
|||||
|
2022
Q4 | $19.5M | Buy |
|
|||||
|
2022
Q3 | $17.6M | Buy |
|
|||||
|
2022
Q2 | $17.6M | Buy |
|
|||||
|
2022
Q1 | $12.2M | Sell |
|
|||||
|
2021
Q4 | $21M | Buy |
|
|||||
|
2021
Q3 | $19.7M | Buy |
|
|||||
|
2021
Q2 | $19.7M | Buy |
|
|||||
|
2021
Q1 | $18.2M | Sell |
|
|||||
|
2020
Q4 | $17.3M | Sell |
|
|||||
|
2020
Q3 | $14.1M | Buy |
|
|||||
|
2020
Q2 | $13.3M | Sell |
|
|||||
|
2020
Q1 | $10.8M | Buy |
|
|||||
|
2019
Q4 | $14.3M | Buy |
|
|||||
|
2019
Q3 | $13.4M | Buy |
|
|||||
|
2019
Q2 | $13.4M | Buy |
|
|||||
|
2019
Q1 | $12.7M | Buy |
|
|||||
|
2018
Q4 | $10.8M | Buy |
|
|||||
|
2018
Q3 | $12.7M | Sell |
|
|||||
|
2018
Q2 | $12.1M | Buy |
|
|||||
|
2018
Q1 | $11.5M | Buy |
|
|||||
|
2017
Q4 | $11.4M | Sell |
|
|||||
|
2017
Q3 | $11.1M | Buy |
|
|||||
|
2017
Q2 | $10.4M | Buy |
|
|||||
|
2017
Q1 | $9.99M | Buy |
|
|||||
|
2016
Q4 | $9.43M | Buy |
|
|||||
|
2016
Q3 | $9.08M | Buy |
|
|||||
|
2016
Q2 | $8.17M | Buy |
|
|||||
|
2016
Q1 | $7.82M | Buy |
|
|||||
|
2015
Q4 | $6.77M | Buy |
|