Sharkey, Howes & Javer’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 | $1.32M | Sell |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.41M | Hold |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.54M | Sell |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.58M | Sell |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $2.7M | Sell |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $8.98M | Sell |
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|
2019
Q3 | $8.99M | Sell |
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|
2019
Q2 | $9.31M | Buy |
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|
2019
Q1 | $8.66M | Sell |
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|
2018
Q4 | $23.2M | Sell |
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|
2018
Q3 | $36.4M | Sell |
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|
2018
Q2 | $34.8M | Sell |
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|
2018
Q1 | $34.1M | Sell |
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|
2017
Q4 | $36M | Sell |
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|
2017
Q3 | $43.2M | Buy |
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|
2017
Q2 | $41.1M | Sell |
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|
2017
Q1 | $44.8M | Buy |
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|
2016
Q4 | $17.2M | Buy |
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|
2016
Q3 | $13.8M | Buy |
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|
2016
Q2 | $13M | Buy |
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|
2016
Q1 | $8.75M | Sell |
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|
2015
Q4 | $10.5M | Sell |
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|
2015
Q3 | $12.9M | Sell |
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|
2015
Q2 | $16.3M | Buy |
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|
2015
Q1 | $13.8M | Buy |
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