Newman Dignan & Sheerar Inc’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 | $4.44M | Sell |
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|
2025
Q2 | $4.36M | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $7.84M | Sell |
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|
2024
Q3 | $7.48M | Buy |
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|
2024
Q2 | $6.72M | Buy |
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|
2024
Q1 | $6.88M | Sell |
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|
2023
Q4 | $6.54M | Buy |
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|
2023
Q3 | $5.87M | Sell |
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|
2023
Q2 | $6.18M | Buy |
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|
2023
Q1 | $5.9M | Sell |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $5.19K | Buy |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $6.36K | Buy |
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|
2021
Q4 | $6.63M | Buy |
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|
2021
Q3 | $6.26M | Buy |
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|
2021
Q2 | $6.3M | Buy |
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|
2021
Q1 | $5.94M | Buy |
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|
2020
Q4 | $5.33K | Sell |
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|
2020
Q3 | $4.34M | Sell |
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|
2020
Q2 | $4.36M | Sell |
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|
2020
Q1 | $3.54M | Sell |
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|
2019
Q4 | $5.81K | Buy |
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|
2019
Q3 | $5.35M | Sell |
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|
2019
Q2 | $5.83K | Sell |
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|
2019
Q1 | $5.87M | Buy |
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|
2018
Q4 | $5.07K | Sell |
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|
2018
Q3 | $6.08M | Buy |
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|
2018
Q2 | $5.86K | Buy |
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|
2018
Q1 | $5.58M | Sell |
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|
2017
Q4 | $5.67M | Buy |
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|
2017
Q3 | $4.7M | Buy |
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|
2017
Q2 | $4.42M | Buy |
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|
2017
Q1 | $4.21K | Buy |
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|
2016
Q4 | $3.83M | Buy |
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|
2016
Q3 | $3.46M | Buy |
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|
2016
Q2 | $3.27M | Buy |
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|
2016
Q1 | $1.61M | Sell |
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|
2015
Q4 | $1.61M | Buy |
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|
2015
Q3 | $1.49M | Buy |
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|
2015
Q2 | $1.57M | Buy |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.11K | Buy |
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|
2014
Q3 | $865K | Buy |
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|
2014
Q2 | $886 | Sell |
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|
2014
Q1 | $855K | Sell |
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|
2013
Q4 | $842 | Sell |
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|
2013
Q3 | $780K | Sell |
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|
2013
Q2 | $735 | Buy |
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