Roundview Capital’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 | $3.75M | Sell |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.48M | Buy |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.19M | Sell |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.24M | Sell |
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|
2023
Q1 | $3.14M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.8M | Sell |
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|
2021
Q3 | $3.63M | Buy |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $2.03M | Sell |
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|
2019
Q2 | $2.05M | Sell |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.18M | Sell |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $2.04M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $964K | Buy |
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|
2017
Q2 | $860K | Buy |
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|
2017
Q1 | $715K | Buy |
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|
2016
Q4 | $672K | Buy |
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|
2016
Q3 | $378K | Buy |
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|
2016
Q2 | $254K | Buy |
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|
2016
Q1 | $223K | Buy |
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