Addison Advisors’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 | $75.2K | Hold |
2,682
| – | – | 0.02% | 346 |
|
|
2025
Q1 | $70.3K | Hold |
2,682
| – | – | 0.02% | 347 |
|
|
2024
Q4 | $74.3K | Hold |
2,682
| – | – | 0.02% | 334 |
|
|
2024
Q3 | $74.3K | Hold |
2,682
| – | – | 0.02% | 340 |
|
|
2024
Q2 | $69.6K | Hold |
2,682
| – | – | 0.02% | 328 |
|
|
2024
Q1 | $72.8K | Hold |
2,682
| – | – | 0.03% | 317 |
|
|
2023
Q4 | $67.3K | Hold |
2,682
| – | – | 0.03% | 316 |
|
|
2023
Q3 | $60.5K | Hold |
2,682
| – | – | 0.03% | 301 |
|
|
2023
Q2 | $63.5K | Hold |
2,682
| – | – | 0.03% | 290 |
|
|
2023
Q1 | $60.7K | Hold |
2,682
| – | – | 0.03% | 279 |
|
|
2022
Q4 | $58.7K | Hold |
2,682
| – | – | 0.04% | 271 |
|
|
2022
Q3 | $54K | Hold |
2,682
| – | – | 0.03% | 254 |
|
|
2022
Q2 | $56K | Hold |
2,682
| – | – | 0.03% | 251 |
|
|
2022
Q1 | $68K | Buy |
+2,682
| New | +$68K | 0.04% | 243 |
|