Sigma Investment Counselors’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 | $1.22M | Sell |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $888K | Buy |
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|
2023
Q1 | $845K | Buy |
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|
2022
Q4 | $793K | Sell |
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|
2022
Q3 | $732K | Buy |
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|
2022
Q2 | $752K | Buy |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $847K | Sell |
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|
2020
Q4 | $792K | Buy |
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|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $623K | Sell |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $767K | Buy |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $703K | Buy |
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|
2019
Q1 | $660K | Buy |
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|
2018
Q4 | $541K | Buy |
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|
2018
Q3 | $611K | Buy |
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|
2018
Q2 | $559K | Buy |
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|
2018
Q1 | $507K | Buy |
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|
2017
Q4 | $477K | Buy |
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|
2017
Q3 | $437K | Buy |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $364K | Sell |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $359K | Buy |
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|
2016
Q1 | $334K | Sell |
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|
2015
Q4 | $541K | Buy |
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|
2015
Q3 | $265K | Buy |
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|
2015
Q2 | $235K | Buy |
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