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 |
12,814
+21
| +0.2% | +$585 | 0.01% | 316 |
|
|
2024
Q4 | $354K | Buy |
12,793
+28
| +0.2% | +$798 | 0.01% | 313 |
|
|
2024
Q3 | $354K | Buy |
12,765
+2,457
| +24% | +$65.3K | 0.01% | 316 |
|
|
2024
Q2 | $267K | Hold |
10,308
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $280K | Buy |
10,308
+15
| +0.1% | +$383 | 0.01% | 334 |
|
|
2023
Q4 | $258K | Buy |
10,293
+18
| +0.2% | +$412 | 0.01% | 338 |
|
|
2023
Q3 | $232K | Sell |
10,275
-282
| -3% | -$6.68K | 0.01% | 331 |
|
|
2023
Q2 | $250K | Buy |
10,557
+18
| +0.2% | +$406 | 0.01% | 326 |
|
|
2023
Q1 | $238K | Buy |
10,539
+3,735
| +55% | +$86K | 0.01% | 322 |
|
|
2022
Q4 | $149K | Buy |
6,804
+21
| +0.3% | +$460 | 0.01% | 371 |
|
|
2022
Q3 | $137K | Buy |
6,783
+18
| +0.3% | +$402 | 0.01% | 365 |
|
|
2022
Q2 | $142K | Buy |
6,765
+21
| +0.3% | +$485 | 0.01% | 360 |
|
|
2022
Q1 | $171K | Buy |
6,744
+12
| +0.2% | +$301 | 0.01% | 348 |
|
|
2021
Q4 | $180K | Buy |
6,732
+15
| +0.2% | +$400 | 0.01% | 352 |
|
|
2021
Q3 | $171K | Buy |
6,717
+4,362
| +185% | +$114K | 0.01% | 349 |
|
|
2021
Q2 | $62K | Buy |
2,355
+183
| +8% | +$4.73K | ﹤0.01% | 528 |
|
|
2021
Q1 | $53K | Hold |
2,172
| – | – | ﹤0.01% | 503 |
|
|
2020
Q4 | $50K | Hold |
2,172
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $41K | Sell |
2,172
-1,503
| -41% | -$27.8K | ﹤0.01% | 490 |
|
|
2020
Q2 | $64K | Hold |
3,675
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $52K | Sell |
3,675
-705
| -16% | -$12.9K | ﹤0.01% | 434 |
|
|
2019
Q4 | $88K | Buy |
4,380
+2,085
| +91% | +$40.4K | 0.01% | 388 |
|
|
2019
Q3 | $43K | Hold |
2,295
| – | – | ﹤0.01% | 492 |
|
|
2019
Q2 | $44K | Sell |
2,295
-276
| -11% | -$5.16K | ﹤0.01% | 480 |
|
|
2019
Q1 | $47K | Buy |
2,571
+699
| +37% | +$12.5K | ﹤0.01% | 457 |
|
|
2018
Q4 | $30K | Buy |
1,872
+75
| +4% | +$1.31K | ﹤0.01% | 514 |
|
|
2018
Q3 | $35K | Hold |
1,797
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $33K | Sell |
1,797
-90
| -5% | -$1.63K | ﹤0.01% | 513 |
|
|
2018
Q1 | $33K | Buy |
1,887
+717
| +61% | +$12.9K | ﹤0.01% | 528 |
|
|
2017
Q4 | $21K | Hold |
1,170
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $20K | Hold |
1,170
| – | – | ﹤0.01% | 575 |
|
|
2017
Q2 | $19K | Hold |
1,170
| – | – | ﹤0.01% | 588 |
|
|
2017
Q1 | $18K | Buy |
1,170
+240
| +26% | +$3.74K | ﹤0.01% | 604 |
|
|
2016
Q4 | $14K | Buy |
930
+180
| +24% | +$2.63K | ﹤0.01% | 609 |
|
|
2016
Q3 | $11K | Hold |
750
| – | – | ﹤0.01% | 629 |
|
|
2016
Q2 | $11K | Hold |
750
| – | – | ﹤0.01% | 643 |
|
|
2016
Q1 | $10K | Buy |
+750
| New | +$9.46K | ﹤0.01% | 672 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Sandy Spring Bank's SCHM Position: Q1 2025 in Review
Sandy Spring Bank increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.16% in Q1 2025, buying an estimated $585 and bringing the position to 12,814 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #316.
Sandy Spring Bank first reported a position in SCHM in Q1 2016 and has held it in 37 quarters since. The position peaked at $354K in Q4 2024. 912 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.
- Sandy Spring Bank held 12,814 shares of Schwab US Mid-Cap ETF worth $336K as of Q1 2025.
- Sandy Spring Bank bought 21 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $585.
- Schwab US Mid-Cap ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #316 holding.
- Sandy Spring Bank first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 37 quarters since.
- Sandy Spring Bank's Schwab US Mid-Cap ETF position peaked at $354K in Q4 2024.
- 912 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.