Smith, Moore & Co’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 | $1.71M | Sell |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $868K | Sell |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $979K | Buy |
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|
2019
Q2 | $980K | Buy |
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|
2019
Q1 | $901K | Buy |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $377K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $266K | Buy |
|