SWS Partners’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
Q3 | $2.21M | Sell |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.06M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $698K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q3 | $204K | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $27K | Buy |
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