Advisornet Financial’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 | $3.47M | Buy |
123,576
+117,785
| +2,034% | +$3.3M | 0.22% | 89 |
|
|
2025
Q1 | $152K | Buy |
5,791
+19
| +0.3% | +$498 | 0.01% | 609 |
|
|
2024
Q4 | $160K | Buy |
5,772
+195
| +3% | +$5.4K | 0.01% | 557 |
|
|
2024
Q3 | $154K | Sell |
5,577
-6,900
| -55% | -$191K | 0.01% | 587 |
|
|
2024
Q2 | $324K | Hold |
12,477
| – | – | 0.03% | 381 |
|
|
2024
Q1 | $339K | Sell |
12,477
-438
| -3% | -$11.9K | 0.03% | 369 |
|
|
2023
Q4 | $324K | Sell |
12,915
-3,936
| -23% | -$98.8K | 0.03% | 389 |
|
|
2023
Q3 | $380K | Buy |
16,851
+1,548
| +10% | +$34.9K | 0.03% | 344 |
|
|
2023
Q2 | $362K | Sell |
15,303
-408
| -3% | -$9.66K | 0.03% | 364 |
|
|
2023
Q1 | $355K | Buy |
15,711
+2,253
| +17% | +$51K | 0.03% | 356 |
|
|
2022
Q4 | $294K | Buy |
13,458
+861
| +7% | +$18.8K | 0.03% | 396 |
|
|
2022
Q3 | $254K | Buy |
12,597
+690
| +6% | +$13.9K | 0.03% | 455 |
|
|
2022
Q2 | $249K | Sell |
11,907
-72,819
| -86% | -$1.52M | 0.02% | 457 |
|
|
2022
Q1 | $2.14M | Sell |
84,726
-84,492
| -50% | -$2.14M | 0.13% | 149 |
|
|
2021
Q4 | $4.54M | Sell |
169,218
-10,026
| -6% | -$269K | 0.28% | 83 |
|
|
2021
Q3 | $4.58M | Sell |
179,244
-4,101
| -2% | -$105K | 0.32% | 73 |
|
|
2021
Q2 | $4.78M | Sell |
183,345
-732
| -0.4% | -$19.1K | 0.32% | 74 |
|
|
2021
Q1 | $4.57M | Buy |
184,077
+13,593
| +8% | +$337K | 0.33% | 70 |
|
|
2020
Q4 | $3.88M | Buy |
170,484
+36,504
| +27% | +$830K | 0.31% | 68 |
|
|
2020
Q3 | $2.48M | Buy |
133,980
+7,356
| +6% | +$136K | 0.21% | 108 |
|
|
2020
Q2 | $2.22M | Buy |
126,624
+62,388
| +97% | +$1.09M | 0.18% | 126 |
|
|
2020
Q1 | $903K | Buy |
64,236
+639
| +1% | +$8.98K | 0.08% | 207 |
|
|
2019
Q4 | $1.28M | Sell |
63,597
-1,959
| -3% | -$39.3K | 0.11% | 176 |
|
|
2019
Q3 | $1.24M | Buy |
65,556
+51
| +0.1% | +$962 | 0.11% | 172 |
|
|
2019
Q2 | $1.25M | Buy |
65,505
+5,124
| +8% | +$97.5K | 0.14% | 148 |
|
|
2019
Q1 | $1.12M | Sell |
60,381
-1,140
| -2% | -$21.1K | 0.14% | 161 |
|
|
2018
Q4 | $983K | Sell |
61,521
-13,533
| -18% | -$216K | 0.14% | 163 |
|
|
2018
Q3 | $1.45M | Sell |
75,054
-9,267
| -11% | -$179K | 0.18% | 115 |
|
|
2018
Q2 | $1.54M | Sell |
84,321
-15,174
| -15% | -$278K | 0.21% | 100 |
|
|
2018
Q1 | $1.75M | Sell |
99,495
-8,061
| -7% | -$142K | 0.24% | 84 |
|
|
2017
Q4 | $1.91M | Buy |
+107,556
| New | +$1.91M | 0.29% | 71 |
|