Prime Capital Investment Advisors’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
Q2 | $58M | Sell |
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|
2025
Q1 | $77.9M | Buy |
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|
2024
Q4 | $57.9M | Sell |
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|
2024
Q3 | $60.4M | Sell |
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|
2024
Q2 | $59.6M | Sell |
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|
2024
Q1 | $150M | Buy |
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|
2023
Q4 | $129M | Buy |
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|
2023
Q3 | $116M | Sell |
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|
2023
Q2 | $124M | Buy |
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|
2023
Q1 | $111M | Sell |
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|
2022
Q4 | $112M | Buy |
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|
2022
Q3 | $99.7M | Sell |
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|
2022
Q2 | $110M | Buy |
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|
2022
Q1 | $135M | Sell |
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|
2021
Q4 | $135M | Buy |
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|
2021
Q3 | $122M | Buy |
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|
2021
Q2 | $120M | Buy |
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|
2021
Q1 | $113M | Buy |
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|
2020
Q4 | $98.3M | Buy |
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|
2020
Q3 | $68.7M | Sell |
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|
2020
Q2 | $66.1M | Buy |
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|
2020
Q1 | $49M | Buy |
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|
2019
Q4 | $53M | Buy |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $4.58M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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