Sunbelt Securities’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 | $6.84M | Buy |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $7.57M | Buy |
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $6.81M | Buy |
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|
2023
Q4 | $5.78M | Buy |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $4.95M | Buy |
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|
2023
Q1 | $4.39M | Buy |
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|
2022
Q4 | $4.08M | Sell |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $4.33M | Sell |
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|
2021
Q3 | $4.71M | Hold |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $162M | Buy |
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|
2019
Q4 | $2.65M | Buy |
|