Summit Financial Strategies’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 | $50.9M | Sell |
|
|||||
|
2025
Q1 | $49.4M | Sell |
|
|||||
|
2024
Q4 | $53.8M | Sell |
|
|||||
|
2024
Q3 | $54.7M | Buy |
|
|||||
|
2024
Q2 | $50M | Buy |
|
|||||
|
2024
Q1 | $50.3M | Buy |
|
|||||
|
2023
Q4 | $45.7M | Buy |
|
|||||
|
2023
Q3 | $39.7M | Buy |
|
|||||
|
2023
Q2 | $40.4M | Buy |
|
|||||
|
2023
Q1 | $36.9M | Buy |
|
|||||
|
2022
Q4 | $31.5M | Buy |
|
|||||
|
2022
Q3 | $27.7M | Buy |
|
|||||
|
2022
Q2 | $26.3M | Buy |
|
|||||
|
2022
Q1 | $31.4M | Buy |
|
|||||
|
2021
Q4 | $33.2M | Buy |
|
|||||
|
2021
Q3 | $29.9M | Buy |
|
|||||
|
2021
Q2 | $28.6M | Buy |
|
|||||
|
2021
Q1 | $21.8M | Buy |
|
|||||
|
2020
Q4 | $17.4M | Sell |
|
|||||
|
2020
Q3 | $14.3M | Buy |
|
|||||
|
2020
Q2 | $13.3M | Sell |
|
|||||
|
2020
Q1 | $11.1M | Sell |
|
|||||
|
2019
Q4 | $16.1M | Buy |
|
|||||
|
2019
Q3 | $14.8M | Buy |
|
|||||
|
2019
Q2 | $14.5M | Buy |
|
|||||
|
2019
Q1 | $13.8M | Buy |
|
|||||
|
2018
Q4 | $11.2M | Buy |
|
|||||
|
2018
Q3 | $12.8M | Buy |
|
|||||
|
2018
Q2 | $11.8M | Buy |
|
|||||
|
2018
Q1 | $9.6M | Buy |
|
|||||
|
2017
Q4 | $8.7M | Buy |
|
|||||
|
2017
Q3 | $7.71M | Buy |
|
|||||
|
2017
Q2 | $7.07M | Buy |
|
|||||
|
2017
Q1 | $6.59M | Buy |
|
|||||
|
2016
Q4 | $6.01M | Buy |
|
|||||
|
2016
Q3 | $5.57M | Buy |
|
|||||
|
2016
Q2 | $4.98M | Buy |
|
|||||
|
2016
Q1 | $4.55M | Buy |
|
|||||
|
2015
Q4 | $3.81M | Buy |
|
|||||
|
2015
Q3 | $3.51M | Buy |
|
|||||
|
2015
Q2 | $3.42M | Buy |
|
|||||
|
2015
Q1 | $3.25M | Buy |
|
|||||
|
2014
Q4 | $2.35M | Buy |
|