Snowden Capital 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 | $233K | Sell |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $973K | Hold |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $931K | Hold |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $889K | Buy |
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|
2017
Q4 | $677K | Sell |
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|
2017
Q3 | $738K | Buy |
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