Sigma Planning Corp’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 | $890K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $822K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $984K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $7.22M | Buy |
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|
2021
Q1 | $924K | Buy |
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|
2020
Q4 | $800K | Buy |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $562K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $218K | Buy |
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