Schneider Downs Wealth Management Advisors’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 | $12.5M | Buy |
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|
2025
Q1 | $8.55M | Buy |
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|
2024
Q4 | $7.98M | Buy |
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|
2024
Q3 | $7.05M | Buy |
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|
2024
Q2 | $6.57M | Buy |
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|
2024
Q1 | $6.71M | Buy |
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|
2023
Q4 | $6.11M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $4.95M | Buy |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $3.82M | Buy |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.38M | Buy |
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|
2020
Q3 | $2.71M | Buy |
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|
2020
Q2 | $2.56M | Buy |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $3.37M | Buy |
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|
2019
Q3 | $2.75M | Buy |
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|
2019
Q2 | $2.64M | Buy |
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|
2019
Q1 | $2.22M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $702K | Buy |
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|
2018
Q2 | $632K | Buy |
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|
2018
Q1 | $494K | Buy |
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