West Paces 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 | $818K | Buy |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $88K | Hold |
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|
2023
Q2 | $92.3K | Sell |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $92.5K | Sell |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $978K | Buy |
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|
2022
Q1 | $104K | Hold |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $96.8K | Hold |
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|
2020
Q4 | $88.6K | Hold |
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|
2020
Q3 | $72.1K | Hold |
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|
2020
Q2 | $68.4K | Sell |
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|
2020
Q1 | $3.86M | Buy |
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|
2019
Q4 | $30.1K | Sell |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $28.5K | Hold |
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|
2019
Q1 | $27.7K | Sell |
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|
2018
Q4 | $1.2M | Buy |
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