Northeast Financial Group’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 | $25.2M | Buy |
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|
2025
Q2 | $23.7M | Buy |
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|
2025
Q1 | $21.5M | Buy |
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|
2024
Q4 | $21.5M | Sell |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | $19M | Buy |
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|
2024
Q1 | $19.1M | Buy |
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|
2023
Q4 | $15.7M | Buy |
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|
2023
Q3 | $12.6M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.73M | Sell |
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|
2022
Q4 | $8.93M | Buy |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $15.7M | Sell |
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|
2021
Q1 | $15.5M | Buy |
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|
2020
Q4 | $14M | Buy |
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