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 |
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|
2025
Q2 | $7.08M | Buy |
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|
2025
Q1 | $6.19M | Buy |
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|
2024
Q4 | $6.54M | Sell |
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|
2024
Q3 | $6.58M | Buy |
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|
2024
Q2 | $6M | Sell |
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|
2024
Q1 | $6.33M | Buy |
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|
2023
Q4 | $5.76M | Buy |
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|
2023
Q3 | $4.78M | Sell |
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|
2023
Q2 | $5.14M | Buy |
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|
2023
Q1 | $4.95M | Buy |
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|
2022
Q4 | $4.74M | Buy |
|