Affinity Capital 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 | $2.46M | Sell |
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|
2025
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $6.6M | Sell |
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|
2023
Q1 | $8.4M | Sell |
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|
2022
Q4 | $9.26M | Sell |
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|
2022
Q3 | $8.71M | Buy |
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|
2022
Q2 | $8.87M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $9.21M | Sell |
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|
2021
Q2 | $9.44M | Sell |
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|
2021
Q1 | $9.01M | Buy |
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|
2020
Q4 | $7.77M | Buy |
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|
2020
Q3 | $5.7M | Buy |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $4.17M | Sell |
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|
2019
Q4 | $5.83M | Buy |
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