Silver Oak Securities’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 | $5.98M | Buy |
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|
2025
Q2 | $5.29M | Sell |
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|
2025
Q1 | $5M | Sell |
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|
2024
Q4 | $5.56M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $4.84M | Sell |
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|
2023
Q4 | $4.8M | Buy |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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