Pacific Sage Partners’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 | $14.4M | Buy |
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2025
Q1 | $12.1M | Sell |
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2024
Q4 | $12.9M | Buy |
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2024
Q3 | $12.6M | Buy |
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2024
Q2 | $11.1M | Buy |
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2024
Q1 | $10.7M | Sell |
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2023
Q4 | $9.9M | Buy |
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2023
Q3 | $8.29M | Buy |
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2023
Q2 | $5.34M | Sell |
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2023
Q1 | $5.11M | Sell |
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2022
Q4 | $4.99M | Buy |
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