PPS&V Asset Management Consultants’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
$7.58M Buy
2025
Q2
$7.08M Buy
2025
Q1
$6.19M Buy
2024
Q4
$6.54M Sell
2024
Q3
$6.58M Buy
2024
Q2
$6M Sell
2024
Q1
$6.33M Buy
2023
Q4
$5.76M Buy
2023
Q3
$4.78M Sell
2023
Q2
$5.14M Buy
2023
Q1
$4.95M Buy
2022
Q4
$4.74M Buy