Simon Quick Advisors’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 | $613K | Sell |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $572K | Sell |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $909K | Buy |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $797K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $955K | Buy |
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $979K | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $667K | Buy |
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|
2019
Q3 | $127K | Buy |
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|
2019
Q2 | $79.4K | Buy |
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|
2019
Q1 | $69K | Sell |
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|
2018
Q4 | $86K | Sell |
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|
2018
Q3 | $146K | Sell |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $150K | Buy |
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|
2017
Q3 | $133K | Sell |
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|
2017
Q2 | $131K | Buy |
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|
2017
Q1 | $31K | Buy |
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