Pachira Investments’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 | $540K | Buy |
|
|||||
|
2025
Q2 | $509K | Buy |
|
|||||
|
2025
Q1 | $471K | Hold |
|
|||||
|
2024
Q4 | $498K | Buy |
|
|||||
|
2024
Q3 | $497K | Buy |
|
|||||
|
2024
Q2 | $462K | Hold |
|
|||||
|
2024
Q1 | $484K | Buy |
|
|||||
|
2023
Q4 | $446K | Buy |
|
|||||
|
2023
Q3 | $399K | Buy |
|
|||||
|
2023
Q2 | $417K | Sell |
|
|||||
|
2023
Q1 | $403K | Buy |
|
|||||
|
2022
Q4 | $382K | Buy |
|
|||||
|
2022
Q3 | $351K | Hold |
|
|||||
|
2022
Q2 | $363K | Hold |
|
|||||
|
2022
Q1 | $439K | Hold |
|
|||||
|
2021
Q4 | $466K | Hold |
|
|||||
|
2021
Q3 | $444K | Hold |
|
|||||
|
2021
Q2 | $453K | Hold |
|
|||||
|
2021
Q1 | $431K | Hold |
|
|||||
|
2020
Q4 | $395K | Hold |
|
|||||
|
2020
Q3 | $321K | Hold |
|
|||||
|
2020
Q2 | $305K | Hold |
|
|||||
|
2020
Q1 | $244K | Hold |
|
|||||
|
2019
Q4 | $348K | Buy |
|
|||||
|
2019
Q3 | $294K | Buy |
|
|||||
|
2019
Q2 | $277K | Hold |
|
|||||
|
2019
Q1 | $269K | Hold |
|
|||||
|
2018
Q4 | $233K | Buy |
|