Tenret Company’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
$983K Buy
2025
Q1
$250K Sell
2024
Q4
$332K Hold
2024
Q3
$332K Sell
2024
Q2
$311K Hold
2024
Q1
$326K Hold
2023
Q4
$301K Buy
2023
Q2
$284K Hold
2023
Q1
$272K Hold
2022
Q4
$263K Hold
2022
Q3
$242K Sell
2022
Q2
$252K Hold
2022
Q1
$305K Hold
2021
Q4
$323K Sell
2021
Q3
$327K Buy
2021
Q2
$333K Buy