UMB Bank’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 | $37.1K | Hold |
1,323
| – | – | ﹤0.01% | 1213 |
|
|
2025
Q1 | $34.7K | Hold |
1,323
| – | – | ﹤0.01% | 1187 |
|
|
2024
Q4 | $36.7K | Hold |
1,323
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q3 | $36.6K | Hold |
1,323
| – | – | ﹤0.01% | 972 |
|
|
2024
Q2 | $34.3K | Sell |
1,323
-23,700
| -95% | -$615K | ﹤0.01% | 912 |
|
|
2024
Q1 | $679K | Hold |
25,023
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $628K | Hold |
25,023
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $565K | Buy |
25,023
+23,700
| +1,791% | +$535K | 0.01% | 390 |
|
|
2023
Q2 | $31.3K | Hold |
1,323
| – | – | ﹤0.01% | 968 |
|
|
2023
Q1 | $29.9K | Hold |
1,323
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $29K | Hold |
1,323
| – | – | ﹤0.01% | 990 |
|
|
2022
Q3 | $27K | Sell |
1,323
-11,235
| -89% | -$229K | ﹤0.01% | 1024 |
|
|
2022
Q2 | $263K | Hold |
12,558
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $318K | Sell |
12,558
-1,710
| -12% | -$43.3K | ﹤0.01% | 556 |
|
|
2021
Q4 | $383K | Buy |
+14,268
| New | +$383K | ﹤0.01% | 535 |
|