Vision Capital Management’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 | $1.83M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.57M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.62M | Hold |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $2.11M | Buy |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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