YHB Investment 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
Q3 | $779K | Sell |
|
|||||
|
2025
Q2 | $742K | Sell |
|
|||||
|
2025
Q1 | $695K | Buy |
|
|||||
|
2024
Q4 | $727K | Buy |
|
|||||
|
2024
Q3 | $722K | Buy |
|
|||||
|
2024
Q2 | $655K | Sell |
|
|||||
|
2024
Q1 | $692K | Buy |
|
|||||
|
2023
Q4 | $626K | Sell |
|
|||||
|
2023
Q3 | $3.81M | Sell |
|
|||||
|
2023
Q2 | $4.01M | Buy |
|
|||||
|
2023
Q1 | $3.79M | Buy |
|
|||||
|
2022
Q4 | $3.56M | Buy |
|
|||||
|
2022
Q3 | $3.24M | Sell |
|
|||||
|
2022
Q2 | $3.84M | Sell |
|
|||||
|
2022
Q1 | $4.91M | Buy |
|
|||||
|
2021
Q4 | $5.09M | Buy |
|
|||||
|
2021
Q3 | $4.63M | Buy |
|
|||||
|
2021
Q2 | $4.46M | Buy |
|
|||||
|
2021
Q1 | $4.16M | Buy |
|
|||||
|
2020
Q4 | $3.34M | Buy |
|
|||||
|
2020
Q3 | $2.59M | Buy |
|