Phillips Financial 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 | $1.62M | Sell |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $890K | Sell |
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|
2022
Q2 | $923K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $817K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $659K | Buy |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $740K | Sell |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $854K | Sell |
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|
2017
Q3 | $793K | Buy |
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|
2017
Q2 | $763K | Buy |
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|
2017
Q1 | $643K | Buy |
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|
2016
Q4 | $612K | Buy |
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|
2016
Q3 | $523K | Buy |
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|
2016
Q2 | $528K | Buy |
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|
2016
Q1 | $479K | Buy |
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