Sandy Spring Bank’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
Q1 | $336K | Buy |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $62K | Buy |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $47K | Buy |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $18K | Buy |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $10K | Buy |
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