Trust Company of Vermont’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.9K | Hold |
2,991
| – | – | ﹤0.01% | 469 |
|
|
2025
Q1 | $78.4K | Buy |
2,991
+32
| +1% | +$838 | ﹤0.01% | 453 |
|
|
2024
Q4 | $82K | Sell |
2,959
-2,045
| -41% | -$56.7K | ﹤0.01% | 453 |
|
|
2024
Q3 | $139K | Buy |
5,004
+4,089
| +447% | +$113K | 0.01% | 370 |
|
|
2024
Q2 | $23.7K | Hold |
915
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $24.8K | Buy |
+915
| New | +$24.8K | ﹤0.01% | 581 |
|
|
2022
Q4 | – | Sell |
-684
| Closed | -$14K | – | 965 |
|
|
2022
Q3 | $14K | Buy |
+684
| New | +$14K | ﹤0.01% | 655 |
|
|
2020
Q4 | – | Sell |
-129
| Closed | -$2K | – | 782 |
|
|
2020
Q3 | $2K | Hold |
129
| – | – | ﹤0.01% | 707 |
|
|
2020
Q2 | $2K | Sell |
129
-39
| -23% | -$605 | ﹤0.01% | 729 |
|
|
2020
Q1 | $2K | Hold |
168
| – | – | ﹤0.01% | 823 |
|
|
2019
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 850 |
|
|
2019
Q3 | $3K | Hold |
168
| – | – | ﹤0.01% | 901 |
|
|
2019
Q2 | $3K | Hold |
168
| – | – | ﹤0.01% | 915 |
|
|
2019
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 870 |
|
|
2018
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 899 |
|
|
2018
Q3 | $3K | Hold |
168
| – | – | ﹤0.01% | 975 |
|
|
2018
Q2 | $3K | Hold |
168
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 883 |
|
|
2017
Q4 | $3K | Buy |
+168
| New | +$3K | ﹤0.01% | 904 |
|