SDWMA
Schneider Downs Wealth Management Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
446,089
+119,656
| +37% | +$3.36M | 1.87% | 13 |
|
|
2025
Q1 | $8.55M | Buy |
326,433
+38,434
| +13% | +$1.01M | 1.55% | 18 |
|
|
2024
Q4 | $7.98M | Buy |
287,999
+203,188
| +240% | +$5.63M | 1.5% | 17 |
|
|
2024
Q3 | $7.05M | Buy |
84,811
+421
| +0.5% | +$35K | 1.44% | 16 |
|
|
2024
Q2 | $6.57M | Buy |
84,390
+1,959
| +2% | +$152K | 1.46% | 18 |
|
|
2024
Q1 | $6.71M | Buy |
82,431
+1,353
| +2% | +$110K | 1.55% | 18 |
|
|
2023
Q4 | $6.11M | Buy |
81,078
+4,986
| +7% | +$376K | 1.59% | 19 |
|
|
2023
Q3 | $5.15M | Buy |
76,092
+1,817
| +2% | +$123K | 1.19% | 18 |
|
|
2023
Q2 | $5.28M | Buy |
74,275
+1,340
| +2% | +$95.2K | 1.21% | 19 |
|
|
2023
Q1 | $4.95M | Buy |
72,935
+893
| +1% | +$60.6K | 1.02% | 19 |
|
|
2022
Q4 | $4.73M | Buy |
72,042
+8,977
| +14% | +$589K | 1.04% | 18 |
|
|
2022
Q3 | $3.82M | Buy |
63,065
+1,997
| +3% | +$121K | 1.12% | 17 |
|
|
2022
Q2 | $3.83M | Buy |
61,068
+5,483
| +10% | +$344K | 1.07% | 17 |
|
|
2022
Q1 | $4.22M | Buy |
55,585
+1,740
| +3% | +$132K | 1.07% | 17 |
|
|
2021
Q4 | $4.33M | Buy |
53,845
+1,415
| +3% | +$114K | 1.03% | 16 |
|
|
2021
Q3 | $4.02M | Buy |
52,430
+885
| +2% | +$67.8K | 1.04% | 17 |
|
|
2021
Q2 | $4.03M | Buy |
51,545
+1,373
| +3% | +$107K | 1.04% | 17 |
|
|
2021
Q1 | $3.73M | Buy |
50,172
+612
| +1% | +$45.5K | 0.91% | 17 |
|
|
2020
Q4 | $3.38M | Buy |
49,560
+756
| +2% | +$51.5K | 0.94% | 17 |
|
|
2020
Q3 | $2.71M | Buy |
48,804
+248
| +0.5% | +$13.8K | 0.91% | 18 |
|
|
2020
Q2 | $2.56M | Buy |
48,556
+2,419
| +5% | +$127K | 0.87% | 17 |
|
|
2020
Q1 | $1.95M | Sell |
46,137
-9,913
| -18% | -$418K | 0.71% | 20 |
|
|
2019
Q4 | $3.37M | Buy |
56,050
+7,504
| +15% | +$451K | 1.01% | 11 |
|
|
2019
Q3 | $2.75M | Buy |
48,546
+2,301
| +5% | +$130K | 0.85% | 12 |
|
|
2019
Q2 | $2.64M | Buy |
46,245
+6,136
| +15% | +$350K | 0.92% | 12 |
|
|
2019
Q1 | $2.22M | Buy |
40,109
+8,883
| +28% | +$492K | 0.84% | 14 |
|
|
2018
Q4 | $1.5M | Buy |
31,226
+19,085
| +157% | +$915K | 0.65% | 16 |
|
|
2018
Q3 | $702K | Buy |
12,141
+632
| +5% | +$36.5K | 0.44% | 23 |
|
|
2018
Q2 | $632K | Buy |
11,509
+2,174
| +23% | +$119K | 0.42% | 23 |
|
|
2018
Q1 | $494K | Buy |
+9,335
| New | +$494K | 0.28% | 26 |
|