Princeton Global Asset 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 | $1.02M | Buy |
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|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $823K | Buy |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $657K | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $825K | Sell |
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|
2021
Q3 | $817K | Buy |
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|
2021
Q2 | $821K | Sell |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $665K | Sell |
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|
2020
Q2 | $645K | Sell |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $750 | Buy |
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|
2019
Q3 | $647K | Buy |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $478K | Buy |
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|
2018
Q4 | $360K | Buy |
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