Stockman Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $321K | Hold |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $612K | Sell |
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|
2021
Q3 | $718K | Sell |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.8M | Sell |
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|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $2.14M | Hold |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.54M | Sell |
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|
2019
Q3 | $2.41M | Buy |
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|
2019
Q2 | $2.32M | Sell |
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|
2019
Q1 | $2.46M | Sell |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $2.62M | Sell |
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|
2018
Q2 | $2.51M | Buy |
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|
2018
Q1 | $2.37M | Sell |
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|
2017
Q4 | $2.52M | Buy |
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|
2017
Q3 | $2.31M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.89M | Buy |
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|
2016
Q4 | $1.73M | Buy |
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|
2016
Q3 | $1.66M | Sell |
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|
2016
Q2 | $1.64M | Buy |
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|
2016
Q1 | $1.56M | Sell |
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|
2015
Q4 | $1.54M | Buy |
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|
2015
Q3 | $1.48M | Buy |
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|
2015
Q2 | $1.55M | Buy |
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|
2015
Q1 | $1.5M | Buy |
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|
2014
Q4 | $1.29M | Buy |
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