Zacks Investment 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
Q3 | $278K | Buy |
|
|||||
|
2025
Q2 | $236K | Sell |
|
|||||
|
2025
Q1 | $223K | Sell |
|
|||||
|
2024
Q4 | $246K | Buy |
|
|||||
|
2024
Q3 | $241K | Sell |
|
|||||
|
2024
Q2 | $233K | Sell |
|
|||||
|
2024
Q1 | $272K | Sell |
|
|||||
|
2023
Q4 | $266K | Sell |
|
|||||
|
2023
Q3 | $288K | Sell |
|
|||||
|
2023
Q2 | $311K | Buy |
|
|||||
|
2023
Q1 | $294K | Sell |
|
|||||
|
2022
Q4 | $292K | Sell |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $288K | Buy |
|
|||||
|
2022
Q1 | $344K | Buy |
|
|||||
|
2021
Q4 | $333K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $347K | Sell |
|
|||||
|
2021
Q1 | $364K | Sell |
|
|||||
|
2020
Q4 | $345K | Buy |
|
|||||
|
2020
Q3 | $275K | Buy |
|
|||||
|
2020
Q2 | $258K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $441K | Buy |
|
|||||
|
2019
Q3 | $246K | Sell |
|
|||||
|
2019
Q2 | $272K | Sell |
|
|||||
|
2019
Q1 | $281K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $299K | Buy |
|
|||||
|
2018
Q2 | $281K | Sell |
|
|||||
|
2018
Q1 | $271K | Sell |
|
|||||
|
2017
Q4 | $304K | Sell |
|
|||||
|
2017
Q3 | $304K | Buy |
|
|||||
|
2017
Q2 | $287K | Sell |
|
|||||
|
2017
Q1 | $289K | Sell |
|
|||||
|
2016
Q4 | $278K | Sell |
|
|||||
|
2016
Q3 | $284K | Buy |
|
|||||
|
2016
Q2 | $236K | Sell |
|
|||||
|
2016
Q1 | $239K | Sell |
|
|||||
|
2015
Q4 | $264K | Sell |
|
|||||
|
2015
Q3 | $259K | Sell |
|
|||||
|
2015
Q2 | $303K | Buy |
|
|||||
|
2015
Q1 | $280K | Buy |
|
|||||
|
2014
Q4 | $253K | Buy |
|
|||||
|
2014
Q3 | $209K | Buy |
|
|||||
|
2014
Q2 | $210K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $211K | Buy |
|