Northwestern Mutual Wealth 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 | $288M | Buy |
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|
2025
Q1 | $215M | Buy |
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|
2024
Q4 | $210M | Buy |
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|
2024
Q3 | $197M | Buy |
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|
2024
Q2 | $178M | Buy |
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|
2024
Q1 | $139M | Buy |
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|
2023
Q4 | $120M | Buy |
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|
2023
Q3 | $86M | Buy |
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|
2023
Q2 | $88.2M | Buy |
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|
2023
Q1 | $84.1M | Sell |
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|
2022
Q4 | $84.4M | Buy |
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|
2022
Q3 | $71.8M | Buy |
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|
2022
Q2 | $70.2M | Buy |
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|
2022
Q1 | $84.7M | Buy |
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|
2021
Q4 | $87.5M | Sell |
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|
2021
Q3 | $87.6M | Buy |
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|
2021
Q2 | $88.7M | Sell |
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|
2021
Q1 | $85M | Sell |
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|
2020
Q4 | $85.7M | Buy |
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|
2020
Q3 | $67M | Sell |
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|
2020
Q2 | $64.7M | Sell |
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|
2020
Q1 | $53.6M | Buy |
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|
2019
Q4 | $64.9M | Buy |
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|
2019
Q3 | $58.8M | Sell |
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|
2019
Q2 | $65.2M | Buy |
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|
2019
Q1 | $57.2M | Buy |
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|
2018
Q4 | $44.5M | Buy |
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|
2018
Q3 | $22.3M | Buy |
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|
2018
Q2 | $15.5M | Buy |
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|
2018
Q1 | $12.5M | Buy |
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|
2017
Q4 | $6.93M | Buy |
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|
2017
Q3 | $5.45M | Buy |
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|
2017
Q2 | $4.09M | Buy |
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|
2017
Q1 | $3.09M | Buy |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $459K | Buy |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q4 | $4K | Sell |
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|
2015
Q3 | $16K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $26K | Buy |
|