Savant 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
Q2 | $13.6M | Sell |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $14.5M | Sell |
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|
2024
Q2 | $13.7M | Sell |
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|
2024
Q1 | $14.8M | Sell |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $13.4M | Buy |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $7.47M | Sell |
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|
2022
Q4 | $9.12M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $18M | Sell |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $23.1M | Buy |
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|
2021
Q3 | $519K | Buy |
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