Vicus Capital’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 | $586K | Buy |
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|
2025
Q2 | $552K | Sell |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $545K | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $480K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $606K | Sell |
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|
2019
Q4 | $882K | Buy |
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|
2019
Q3 | $828K | Sell |
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|
2019
Q2 | $840K | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $900K | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $347K | Buy |
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|
2017
Q2 | $333K | Sell |
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|
2017
Q1 | $365K | Sell |
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|
2016
Q4 | $389K | Sell |
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|
2016
Q3 | $830K | Sell |
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|
2016
Q2 | $1.53M | Buy |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.29M | Buy |
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|
2015
Q3 | $2.12M | Sell |
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|
2015
Q2 | $940K | Buy |
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|
2015
Q1 | $916 | Buy |
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|
2014
Q4 | $823K | Buy |
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|
2014
Q3 | $661K | Buy |
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|
2014
Q2 | $599K | Buy |
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