New York Life Investment Management’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 | $6.67M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $9.76M | Buy |
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|
2024
Q1 | $7.12M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $5.62M | Sell |
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|
2023
Q1 | $6.91M | Sell |
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|
2022
Q4 | $8.77M | Sell |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $8.92M | Sell |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $9.28M | Buy |
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|
2021
Q3 | $5.31M | Buy |
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|
2021
Q2 | $4.86M | Buy |
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|
2021
Q1 | $4.61M | Buy |
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|
2020
Q4 | $2.89M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $222K | Buy |
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