Spinnaker Investment Group’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 | $13.5M | Buy |
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|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $9.09M | Buy |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $8.76M | Buy |
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|
2022
Q4 | $8.33M | Buy |
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|
2022
Q3 | $7.49M | Buy |
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|
2022
Q2 | $7.17M | Sell |
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|
2022
Q1 | $9.59M | Buy |
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|
2021
Q4 | $9.08M | Buy |
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