Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $825K | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $208K | Buy |
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