Private Trust Company’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 | $465K | Sell |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $454K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $553K | Hold |
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|
2022
Q2 | $573K | Buy |
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