Texas Yale Capital Corp’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 | $4.98M | Sell |
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|
2025
Q1 | $5.91M | Buy |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.27M | Sell |
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|
2023
Q3 | $3.84M | Sell |
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|
2023
Q2 | $4.35M | Sell |
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|
2023
Q1 | $5.58M | Buy |
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|
2022
Q4 | $5.38M | Sell |
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|
2022
Q3 | $5.02M | Buy |
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|
2022
Q2 | $5.17M | Sell |
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|
2022
Q1 | $6.58M | Buy |
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|
2021
Q4 | $6.78M | Buy |
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|
2021
Q3 | $6.37M | Buy |
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|
2021
Q2 | $5.59M | Buy |
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|
2021
Q1 | $5.15M | Buy |
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|
2020
Q4 | $4.64M | Buy |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $5.99M | Buy |
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|
2019
Q3 | $5.62M | Buy |
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|
2019
Q2 | $5.67M | Sell |
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|
2019
Q1 | $11M | Buy |
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|
2018
Q4 | $4.69M | Buy |
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|
2018
Q3 | $5.34M | Buy |
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|
2018
Q2 | $4.8M | Buy |
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|
2018
Q1 | $4.18M | Buy |
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|
2017
Q4 | $4.19M | Buy |
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|
2017
Q3 | $3.6M | Buy |
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|
2017
Q2 | $2.73M | Buy |
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|
2017
Q1 | $1.58M | Buy |
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|
2016
Q4 | $695K | Buy |
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