Parsons Capital Management’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 | $455K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $811K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $994K | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $976K | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $896K | Buy |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $960K | Sell |
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|
2021
Q1 | $953K | Sell |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $960K | Sell |
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|
2020
Q1 | $775K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $880K | Buy |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $995K | Buy |
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|
2017
Q4 | $989K | Buy |
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|
2017
Q3 | $909K | Buy |
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|
2017
Q2 | $819K | Buy |
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|
2017
Q1 | $407K | Buy |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $361K | Sell |
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|
2016
Q2 | $366K | Buy |
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|
2016
Q1 | $329K | Buy |
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|
2015
Q4 | $324K | Buy |
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|
2015
Q3 | $311K | Sell |
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|
2015
Q2 | $340K | Buy |
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|
2015
Q1 | $338K | Sell |
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|
2014
Q4 | $319K | Buy |
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|
2014
Q3 | $294K | Buy |
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|
2014
Q2 | $252K | Buy |
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