SOL Capital Management’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 | $1.05M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $774K | Sell |
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|
2024
Q2 | $729K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $717K | Sell |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $639K | Hold |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $807K | Sell |
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|
2021
Q4 | $891K | Buy |
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|
2021
Q3 | $844K | Sell |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $858K | Sell |
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|
2020
Q4 | $799K | Buy |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $674K | Buy |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $547K | Sell |
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|
2019
Q1 | $559K | Buy |
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|
2018
Q4 | $372K | Buy |
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|
2018
Q3 | $300K | Buy |
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|
2018
Q2 | $260K | Buy |
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