Montag & Associates’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 | $197K | Hold |
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|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $174K | Hold |
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|
2024
Q4 | $184K | Hold |
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|
2024
Q3 | $184K | Hold |
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|
2024
Q2 | $173K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $167K | Hold |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $145K | Buy |
|