Murphy Middleton Hinkle & Parker’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 | $1.76M | Sell |
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|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $382K | Buy |
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|
2019
Q4 | $484K | Buy |
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|
2019
Q3 | $411K | Sell |
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|
2019
Q2 | $430K | Buy |
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|
2019
Q1 | $404K | Buy |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $419K | Sell |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $448K | Buy |
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