Oldfather Financial Services’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 | $1.59M | Buy |
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|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $984K | Buy |
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|
2021
Q1 | $934K | Buy |
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|
2020
Q4 | $676K | Buy |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $493K | Buy |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $389K | Buy |
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