Orion Portfolio Solutions’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
Q1 | $251K | Sell |
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2024
Q4 | $283K | Sell |
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2024
Q3 | $367K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $834K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $34K | Buy |
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