Parallel 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 | $1.1M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $696K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $646K | Buy |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $600K | Buy |
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|
2020
Q1 | $479K | Sell |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $668K | Buy |
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|
2019
Q2 | $409K | Buy |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $38K | Buy |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $16K | Buy |
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