Ulland Investment Advisors’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 | $2.4M | Sell |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.48M | Sell |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $3.45M | Sell |
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|
2021
Q4 | $4.47M | Buy |
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