Natixis Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
115,751
+30,863
| +36% | +$866K | 0.01% | 943 |
|
|
2025
Q1 | $2.22M | Buy |
84,888
+40,965
| +93% | +$1.07M | ﹤0.01% | 1045 |
|
|
2024
Q4 | $1.22M | Buy |
43,923
+32,864
| +297% | +$911K | ﹤0.01% | 1249 |
|
|
2024
Q3 | $306K | Buy |
+11,059
| New | +$306K | ﹤0.01% | 1523 |
|
|
2023
Q4 | – | Sell |
-12,545
| Closed | -$849K | – | 1564 |
|
|
2023
Q3 | $849K | Buy |
+12,545
| New | +$849K | ﹤0.01% | 1207 |
|