Moneta Group Investment 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 | $266M | Buy |
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|
2025
Q1 | $232M | Buy |
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|
2024
Q4 | $207M | Sell |
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|
2024
Q3 | $199M | Buy |
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|
2024
Q2 | $174M | Buy |
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|
2024
Q1 | $176M | Buy |
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|
2023
Q4 | $150M | Buy |
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|
2023
Q3 | $125M | Buy |
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|
2023
Q2 | $124M | Buy |
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|
2023
Q1 | $106M | Buy |
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|
2022
Q4 | $84.7M | Buy |
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|
2022
Q3 | $68.1M | Sell |
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|
2022
Q2 | $76.8M | Buy |
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|
2022
Q1 | $62.2M | Buy |
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|
2021
Q4 | $56.3M | Buy |
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|
2021
Q3 | $47.9M | Buy |
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|
2021
Q2 | $44M | Buy |
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|
2021
Q1 | $39.8M | Buy |
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|
2020
Q4 | $28.2M | Sell |
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|
2020
Q3 | $23.5M | Buy |
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|
2020
Q2 | $21.1M | Buy |
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|
2020
Q1 | $14.8M | Buy |
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|
2019
Q4 | $14.6M | Buy |
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|
2019
Q3 | $9.7M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $591K | Sell |
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|
2018
Q3 | $732K | Sell |
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|
2018
Q2 | $753K | Buy |
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|
2018
Q1 | $126K | Buy |
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|
2017
Q4 | $112K | Buy |
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