Patriot Investment Management Group’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 | $9M | Sell |
|
|||||
|
2025
Q2 | $8.74M | Sell |
|
|||||
|
2025
Q1 | $8.27M | Buy |
|
|||||
|
2024
Q4 | $8.6M | Buy |
|
|||||
|
2024
Q3 | $8.39M | Sell |
|
|||||
|
2024
Q2 | $7.88M | Sell |
|
|||||
|
2024
Q1 | $8.51M | Sell |
|
|||||
|
2023
Q4 | $8.12M | Sell |
|
|||||
|
2023
Q3 | $7.41M | Sell |
|
|||||
|
2023
Q2 | $13M | Sell |
|
|||||
|
2023
Q1 | $12.6M | Sell |
|
|||||
|
2022
Q4 | $13.2M | Sell |
|
|||||
|
2022
Q3 | $11.5M | Buy |
|
|||||
|
2022
Q2 | $11.6M | Buy |
|
|||||
|
2022
Q1 | $13.9M | Buy |
|
|||||
|
2021
Q4 | $14M | Buy |
|
|||||
|
2021
Q3 | $13.2M | Sell |
|
|||||
|
2021
Q2 | $13.6M | Sell |
|
|||||
|
2021
Q1 | $13M | Buy |
|
|||||
|
2020
Q4 | $4.06M | Sell |
|
|||||
|
2020
Q3 | $9.48M | Sell |
|
|||||
|
2020
Q2 | $9.08M | Buy |
|
|||||
|
2020
Q1 | $7.27M | Buy |
|
|||||
|
2019
Q4 | $9.48M | Sell |
|
|||||
|
2019
Q3 | $8.91M | Sell |
|
|||||
|
2019
Q2 | $9.21M | Sell |
|
|||||
|
2019
Q1 | $9.18M | Buy |
|