UMB Bank’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 | $39.2K | Hold |
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|
2025
Q2 | $37.1K | Hold |
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|
2025
Q1 | $34.7K | Hold |
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|
2024
Q4 | $36.7K | Hold |
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|
2024
Q3 | $36.6K | Hold |
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|
2024
Q2 | $34.3K | Sell |
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|
2024
Q1 | $679K | Hold |
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|
2023
Q4 | $628K | Hold |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $31.3K | Hold |
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|
2023
Q1 | $29.9K | Hold |
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|
2022
Q4 | $29K | Hold |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $383K | Buy |
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