Operose 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 | $92K | Buy |
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|
2025
Q1 | $85.6K | Buy |
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|
2024
Q4 | $90.3K | Buy |
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|
2024
Q3 | $89.9K | Buy |
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|
2024
Q2 | $83.6K | Hold |
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|
2024
Q1 | $87.5K | Buy |
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|
2023
Q4 | $80.6K | Buy |
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|
2023
Q3 | $72.1K | Buy |
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|
2023
Q2 | $75.4K | Buy |
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|
2023
Q1 | $71.7K | Buy |
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|
2022
Q4 | $55.2K | Buy |
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|
2022
Q3 | $51K | Buy |
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