OneDigital Investment Advisors’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 | $22M | Sell |
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2025
Q1 | $21.8M | Sell |
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|
2024
Q4 | $28.7M | Sell |
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|
2024
Q3 | $31.5M | Sell |
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|
2024
Q2 | $30.6M | Sell |
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|
2024
Q1 | $32.9M | Sell |
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|
2023
Q4 | $32.9M | Sell |
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|
2023
Q3 | $41.4M | Sell |
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|
2023
Q2 | $47.1M | Sell |
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|
2023
Q1 | $50.5M | Sell |
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|
2022
Q4 | $58.1M | Sell |
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|
2022
Q3 | $58.7M | Sell |
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|
2022
Q2 | $65.4M | Sell |
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|
2022
Q1 | $80.6M | Buy |
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|
2021
Q4 | $83.2M | Buy |
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|
2021
Q3 | $78.3M | Buy |
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|
2021
Q2 | $75.4M | Buy |
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|
2021
Q1 | $64.1M | Buy |
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|
2020
Q4 | $55.8M | Sell |
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|
2020
Q3 | $45.4M | Buy |
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|
2020
Q2 | $40.7M | Buy |
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|
2020
Q1 | $28.7M | Sell |
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|
2019
Q4 | $43.5M | Buy |
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|
2019
Q3 | $39.5M | Sell |
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|
2019
Q2 | $61M | Buy |
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|
2019
Q1 | $26.8M | Buy |
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|
2018
Q4 | $21.8M | Sell |
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|
2018
Q3 | $27.8M | Buy |
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|
2018
Q2 | $25.6M | Buy |
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|
2018
Q1 | $24.6M | Buy |
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|
2017
Q4 | $20.8M | Buy |
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|
2017
Q3 | $18.8M | Buy |
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|
2017
Q2 | $16.9M | Buy |
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