Procyon 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
Q3 | $226K | Hold |
|
|||||
|
2025
Q2 | $214K | Sell |
|
|||||
|
2025
Q1 | $200K | Sell |
|
|||||
|
2024
Q4 | $214K | Buy |
|
|||||
|
2024
Q3 | $211K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $216K | Sell |
|
|||||
|
2023
Q4 | $2.44M | Buy |
|
|||||
|
2023
Q3 | $2.14M | Sell |
|
|||||
|
2023
Q2 | $7.78M | Buy |
|
|||||
|
2023
Q1 | $6.96M | Buy |
|
|||||
|
2022
Q4 | $6.56M | Buy |
|
|||||
|
2022
Q3 | $5.56M | Buy |
|
|||||
|
2022
Q2 | $5.71M | Buy |
|
|||||
|
2022
Q1 | $4.15M | Buy |
|
|||||
|
2021
Q4 | $3.62M | Buy |
|
|||||
|
2020
Q3 | – | Hold |
|
|||||
|
2020
Q2 | – | Hold |
|
|||||
|
2020
Q1 | – | Hold |
|
|||||
|
2019
Q4 | – | Hold |
|