Naples Global 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 | $1.1M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $961K | Sell |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $851K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $949K | Buy |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $834K | Buy |
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|
2020
Q4 | $689K | Buy |
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|
2020
Q3 | $543K | Buy |
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|
2020
Q2 | $513K | Buy |
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|
2020
Q1 | $403K | Buy |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $257K | Buy |
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