Patton Albertson Miller 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 | $236K | Sell |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $868K | Sell |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.71M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.83M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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