Stokes Family Office’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
Q4 | $672K | Sell |
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|
2025
Q3 | $1.98M | Hold |
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|
2025
Q2 | $1.88M | Hold |
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|
2025
Q1 | $1.75M | Hold |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.66M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $712K | Buy |
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