Truist 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 | $9.45M | Buy |
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|
2025
Q2 | $8.83M | Buy |
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|
2025
Q1 | $7.98M | Buy |
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|
2024
Q4 | $8.41M | Buy |
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|
2024
Q3 | $8.24M | Buy |
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|
2024
Q2 | $7.44M | Sell |
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|
2024
Q1 | $7.84M | Buy |
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|
2023
Q4 | $7.06M | Sell |
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|
2023
Q3 | $6.38M | Sell |
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|
2023
Q2 | $7.88M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $9.99M | Buy |
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|
2022
Q3 | $9.02M | Buy |
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|
2022
Q2 | $9.27M | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $12.3M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.8M | Buy |
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|
2020
Q3 | $8.45M | Buy |
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|
2020
Q2 | $7.7M | Buy |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.24M | Buy |
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