PFG Investments’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
$587K Buy
2025
Q2
$555K Buy
2025
Q1
$404K Buy
2024
Q4
$424K Buy
2024
Q3
$396K Buy
2024
Q2
$364K Buy
2024
Q1
$291K Sell
2023
Q4
$359K Buy
2023
Q3
$284K Sell
2023
Q2
$324K Buy