Single Point Partners’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 | $1.11M | Buy |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $991K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.62M | Sell |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $473K | Buy |
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