Scotia 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
Q3
$370K Buy
2025
Q2
$225K Sell
2025
Q1
$335K Sell
2024
Q4
$360K Buy
2024
Q3
$359K Buy
2024
Q2
$225K Buy
2024
Q1
$217K Buy
2022
Q2
Sell
2022
Q1
$251K Sell
2021
Q4
$267K Sell
2021
Q3
$262K Buy