Townsend Asset Management’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 | $779K | Buy |
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|
2025
Q2 | $737K | Buy |
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|
2025
Q1 | $688K | Buy |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $679K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $820K | Buy |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $795K | Buy |
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|
2021
Q1 | $755K | Buy |
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|
2020
Q4 | $691K | Sell |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $802K | Sell |
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|
2020
Q1 | $764K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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