OA
Operose Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Buy |
3,280
+12
| +0.4% | +$337 | 0.03% | 187 |
|
|
2025
Q1 | $85.6K | Buy |
3,268
+10
| +0.3% | +$262 | 0.03% | 180 |
|
|
2024
Q4 | $90.3K | Buy |
3,258
+2,176
| +201% | +$60.3K | 0.03% | 174 |
|
|
2024
Q3 | $89.9K | Buy |
1,082
+8
| +0.7% | +$665 | 0.03% | 208 |
|
|
2024
Q2 | $83.6K | Hold |
1,074
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $87.5K | Buy |
1,074
+3
| +0.3% | +$244 | 0.03% | 204 |
|
|
2023
Q4 | $80.6K | Buy |
1,071
+6
| +0.6% | +$452 | 0.03% | 176 |
|
|
2023
Q3 | $72.1K | Buy |
1,065
+4
| +0.4% | +$271 | 0.03% | 250 |
|
|
2023
Q2 | $75.4K | Buy |
1,061
+4
| +0.4% | +$284 | 0.03% | 140 |
|
|
2023
Q1 | $71.7K | Buy |
1,057
+216
| +26% | +$14.7K | 0.04% | 135 |
|
|
2022
Q4 | $55.2K | Buy |
841
+4
| +0.5% | +$262 | 0.03% | 145 |
|
|
2022
Q3 | $51K | Buy |
+837
| New | +$51K | 0.03% | 145 |
|