1900 Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
46,233
+7
| +0% | +$196 | 0.1% | 83 |
|
|
2025
Q1 | $1.21M | Sell |
46,226
-1,857
| -4% | -$48.7K | 0.1% | 85 |
|
|
2024
Q4 | $1.33M | Buy |
48,083
+1,163
| +2% | +$32.2K | 0.11% | 81 |
|
|
2024
Q3 | $1.3M | Sell |
46,920
-5,373
| -10% | -$149K | 0.11% | 79 |
|
|
2024
Q2 | $1.36M | Sell |
52,293
-2,823
| -5% | -$73.2K | 0.13% | 80 |
|
|
2024
Q1 | $1.5M | Sell |
55,116
-2,007
| -4% | -$54.5K | 0.14% | 85 |
|
|
2023
Q4 | $1.43M | Buy |
57,123
+2,553
| +5% | +$64.1K | 0.13% | 109 |
|
|
2023
Q3 | $1.23M | Sell |
54,570
-93
| -0.2% | -$2.1K | 0.12% | 120 |
|
|
2023
Q2 | $1.29M | Sell |
54,663
-4,506
| -8% | -$107K | 0.13% | 107 |
|
|
2023
Q1 | $1.29M | Hold |
59,169
| – | – | 0.14% | 106 |
|
|
2022
Q4 | $1.29M | Sell |
59,169
-6,033
| -9% | -$132K | 0.14% | 107 |
|
|
2022
Q3 | $1.32M | Sell |
65,202
-732
| -1% | -$14.8K | 0.15% | 96 |
|
|
2022
Q2 | $1.38M | Buy |
65,934
+1,410
| +2% | +$29.5K | 0.15% | 96 |
|
|
2022
Q1 | $1.63M | Buy |
64,524
+10,362
| +19% | +$262K | 0.16% | 94 |
|
|
2021
Q4 | $1.45M | Sell |
54,162
-558
| -1% | -$15K | 0.13% | 104 |
|
|
2021
Q3 | $1.4M | Hold |
54,720
| – | – | 0.14% | 101 |
|
|
2021
Q2 | $1.43M | Sell |
54,720
-14,004
| -20% | -$365K | 0.14% | 98 |
|
|
2021
Q1 | $1.71K | Sell |
68,724
-3,894
| -5% | -$97 | 0.13% | 79 |
|
|
2020
Q4 | $1.65M | Buy |
+72,618
| New | +$1.65M | 0.19% | 73 |
|