MOTCO’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 | $345K | Buy |
|
|||||
|
2025
Q2 | $330K | Buy |
|
|||||
|
2025
Q1 | $53.2K | Hold |
|
|||||
|
2024
Q4 | $56.3K | Sell |
|
|||||
|
2024
Q3 | $66.5K | Hold |
|
|||||
|
2024
Q2 | $62.3K | Hold |
|
|||||
|
2024
Q1 | $65.1K | Hold |
|
|||||
|
2023
Q4 | $60.3K | Hold |
|
|||||
|
2023
Q3 | $54.1K | Hold |
|
|||||
|
2023
Q2 | $56.8K | Hold |
|
|||||
|
2023
Q1 | $54.3K | Sell |
|
|||||
|
2022
Q4 | $62.7K | Hold |
|
|||||
|
2022
Q3 | $58K | Hold |
|
|||||
|
2022
Q2 | $60K | Hold |
|
|||||
|
2022
Q1 | $72K | Hold |
|
|||||
|
2021
Q4 | $77K | Hold |
|
|||||
|
2021
Q3 | $73K | Hold |
|
|||||
|
2021
Q2 | $75K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $23K | Buy |
|