STALEY CAPITAL ADVISERS’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 | $1.99M | Sell |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.77M | Hold |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $216K | Buy |
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