Oakworth Capital’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 | $71.3K | Hold |
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|
2025
Q2 | $67.5K | Buy |
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|
2025
Q1 | $60.8K | Hold |
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|
2024
Q4 | $64.3K | Hold |
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|
2024
Q3 | $64.3K | Sell |
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|
2024
Q2 | $61.8K | Sell |
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|
2024
Q1 | $98.6K | Hold |
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|
2023
Q4 | $91.2K | Hold |
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|
2023
Q3 | $82K | Hold |
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|
2023
Q2 | $86K | Hold |
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|
2023
Q1 | $82.2K | Hold |
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|
2022
Q4 | $79.5K | Hold |
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|
2022
Q3 | $73K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $64K | Buy |
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