St. Johns Investment 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
Q2 | $10.9M | Buy |
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|
2025
Q1 | $9.98M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $11.2M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.98M | Sell |
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|
2023
Q3 | $9.08M | Sell |
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|
2023
Q2 | $9.6M | Buy |
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|
2023
Q1 | $8.77M | Buy |
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|
2022
Q4 | $8.31M | Buy |
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|
2022
Q3 | $7.56M | Buy |
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|
2022
Q2 | $7.63M | Sell |
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|
2022
Q1 | $9.42M | Buy |
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|
2021
Q4 | $9.86M | Sell |
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|
2021
Q3 | $9.52M | Sell |
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|
2021
Q2 | $9.79M | Sell |
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|
2021
Q1 | $9.41M | Sell |
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|
2020
Q4 | $9.07M | Sell |
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|
2020
Q3 | $9.42M | Buy |
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|
2020
Q2 | $8.5M | Buy |
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|
2020
Q1 | $6.09M | Sell |
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|
2019
Q4 | $10.6M | Buy |
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|
2019
Q3 | $9.93M | Buy |
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|
2019
Q2 | $9.95M | Buy |
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|
2019
Q1 | $9.43M | Buy |
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|
2018
Q4 | $7.72M | Buy |
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|
2018
Q3 | $9.2M | Buy |
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|
2018
Q2 | $8.65M | Sell |
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|
2018
Q1 | $8.4M | Sell |
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|
2017
Q4 | $8.6M | Sell |
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|
2017
Q3 | $8.29M | Sell |
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|
2017
Q2 | $8.11M | Buy |
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|
2017
Q1 | $7.69M | Buy |
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|
2016
Q4 | $6.97M | Sell |
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|
2016
Q3 | $6.74M | Sell |
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|
2016
Q2 | $6.66M | Buy |
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|
2016
Q1 | $6.1M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $864K | Buy |
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|
2015
Q2 | $565K | Buy |
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