Synovus 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
Q3 | $658K | Sell |
22,185
-491
| -2% | -$14.3K | 0.01% | 615 |
|
|
2025
Q2 | $636K | Buy |
22,676
+5
| +0% | +$132 | 0.01% | 602 |
|
|
2025
Q1 | $594K | Buy |
22,671
+56
| +0.2% | +$1.56K | 0.01% | 612 |
|
|
2024
Q4 | $627K | Sell |
22,615
-23,135
| -51% | -$659K | 0.01% | 583 |
|
|
2024
Q3 | $1.27M | Buy |
45,750
+22,878
| +100% | +$608K | 0.01% | 458 |
|
|
2024
Q2 | $593K | Sell |
22,872
-621
| -3% | -$16.2K | 0.01% | 579 |
|
|
2024
Q1 | $639K | Sell |
23,493
-726
| -3% | -$18.5K | 0.01% | 564 |
|
|
2023
Q4 | $609K | Sell |
24,219
-549
| -2% | -$12.6K | 0.01% | 564 |
|
|
2023
Q3 | $559K | Sell |
24,768
-1,683
| -6% | -$39.9K | 0.01% | 586 |
|
|
2023
Q2 | $626K | Buy |
26,451
+3,015
| +13% | +$67.9K | 0.01% | 549 |
|
|
2023
Q1 | $530K | Sell |
23,436
-1,152
| -5% | -$26.5K | 0.01% | 594 |
|
|
2022
Q4 | $538K | Sell |
24,588
-108
| -0.4% | -$2.37K | 0.01% | 598 |
|
|
2022
Q3 | $499K | Buy |
24,696
+135
| +0.5% | +$3.01K | 0.01% | 581 |
|
|
2022
Q2 | $515K | Sell |
24,561
-4,995
| -17% | -$115K | 0.01% | 580 |
|
|
2022
Q1 | $745K | Sell |
29,556
-81
| -0.3% | -$2.03K | 0.01% | 500 |
|
|
2021
Q4 | $795K | Buy |
29,637
+663
| +2% | +$17.7K | 0.01% | 512 |
|
|
2021
Q3 | $742K | Sell |
28,974
-219
| -0.8% | -$5.72K | 0.01% | 509 |
|
|
2021
Q2 | $760K | Buy |
+29,193
| New | +$754K | 0.01% | 505 |
|
|
2021
Q1 | – | Sell |
-28,590
| Closed | -$650K | – | 784 |
|
|
2020
Q4 | $650K | Sell |
28,590
-27
| -0.1% | -$563 | 0.01% | 483 |
|
|
2020
Q3 | $528K | Buy |
+28,617
| New | +$530K | 0.01% | 478 |
|
|
2020
Q2 | – | Sell |
-2,838
| Closed | -$40K | – | 2060 |
|
|
2020
Q1 | $40K | Buy |
+2,838
| New | +$52K | ﹤0.01% | 1175 |
|
|
2019
Q3 | – | Sell |
-213
| Closed | -$4K | – | 1466 |
|
|
2019
Q2 | $4K | Hold |
213
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q1 | $4K | Buy |
+213
| New | +$3.81K | ﹤0.01% | 1268 |
|
|
2017
Q3 | – | Sell |
-1,125
| Closed | -$18K | – | 715 |
|
|
2017
Q2 | $18K | Buy |
+1,125
| New | +$17.9K | ﹤0.01% | 707 |
|
Other funds holding SCHM
MGIA
AA
LWMT
JFG