Summit Financial’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 | $1.52M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $937K | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $641K | Buy |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $920K | Buy |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $948K | Buy |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $395K | Buy |
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