Tradewinds Capital 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
Q2 | $10.4K | Sell |
|
|||||
|
2025
Q1 | $11.1K | Sell |
|
|||||
|
2024
Q4 | $1.83M | Sell |
|
|||||
|
2024
Q3 | $28.6M | Buy |
|
|||||
|
2024
Q2 | $844K | Sell |
|
|||||
|
2024
Q1 | $17.3M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $50K | Sell |
|
|||||
|
2022
Q1 | $6.01M | Buy |
|
|||||
|
2021
Q4 | $6.3M | Buy |
|
|||||
|
2021
Q3 | $5.95M | Sell |
|
|||||
|
2021
Q2 | $24.7M | Buy |
|
|||||
|
2021
Q1 | $14.7M | Sell |
|
|||||
|
2020
Q4 | $15.7M | Buy |
|
|||||
|
2020
Q3 | $5.94M | Sell |
|
|||||
|
2020
Q2 | $6.66M | Sell |
|
|||||
|
2020
Q1 | $8.61M | Buy |
|
|||||
|
2019
Q4 | $7.69M | Buy |
|
|||||
|
2019
Q3 | $7.13M | Buy |
|
|||||
|
2019
Q2 | $7.05M | Buy |
|
|||||
|
2019
Q1 | $6.55M | Sell |
|
|||||
|
2018
Q4 | $5.83M | Buy |
|
|||||
|
2018
Q3 | $7.01M | Sell |
|
|||||
|
2018
Q2 | $10.9M | Buy |
|
|||||
|
2018
Q1 | $6.45M | Buy |
|
|||||
|
2017
Q4 | $6.27M | Buy |
|
|||||
|
2017
Q3 | $3.69M | Sell |
|
|||||
|
2017
Q2 | $3.68M | Buy |
|
|||||
|
2017
Q1 | $3.45M | Sell |
|
|||||
|
2016
Q4 | $3.46M | Sell |
|
|||||
|
2016
Q3 | $3.51M | Buy |
|
|||||
|
2016
Q2 | $3.38M | Sell |
|
|||||
|
2016
Q1 | $3.3M | Buy |
|
|||||
|
2015
Q4 | $3.11M | Buy |
|
|||||
|
2015
Q3 | $3.02M | Buy |
|
|||||
|
2015
Q2 | $3.11M | Sell |
|
|||||
|
2015
Q1 | $3.16M | Buy |
|
|||||
|
2014
Q4 | $2.94M | Buy |
|
|||||
|
2014
Q3 | $2.79M | Buy |
|
|||||
|
2014
Q2 | $2.83M | Buy |
|
|||||
|
2014
Q1 | $2.56M | Buy |
|
|||||
|
2013
Q4 | $2.34M | Buy |
|