ACI
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Alpha Cubed Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Alpha Cubed Investments’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,029
Closed -$208K – 312
2025
Q3 		$208K Buy
+7,029
New +$205K 0.01% 281
2024
Q1 		– Sell
-29,550
Closed -$742K – 319
2023
Q4 		$742K Hold
29,550
– – 0.04% 131
2023
Q3 		$667K Sell
29,550
-714
-2% -$16.9K 0.04% 121
2023
Q2 		$717K Sell
30,264
-3,267
-10% -$73.6K 0.05% 121
2023
Q1 		$758K Buy
33,531
+3,981
+13% +$91.7K 0.05% 124
2022
Q4 		$646K Hold
29,550
– – 0.05% 141
2022
Q3 		$596K Sell
29,550
-2,148
-7% -$47.9K 0.05% 133
2022
Q2 		$663K Buy
31,698
+2,025
+7% +$46.7K 0.05% 148
2022
Q1 		$750K Sell
29,673
-564
-2% -$14.1K 0.05% 155
2021
Q4 		$811K Buy
30,237
+564
+2% +$15K 0.05% 134
2021
Q3 		$758K Hold
29,673
– – 0.06% 130
2021
Q2 		$774K Buy
29,673
+123
+0.4% +$3.18K 0.06% 133
2021
Q1 		$733K Hold
29,550
– – 0.06% 131
2020
Q4 		$672K Hold
29,550
– – 0.06% 133
2020
Q3 		$546K Sell
29,550
-711
-2% -$13.2K 0.05% 128
2020
Q2 		$531K Buy
+30,261
New +$493K 0.06% 122

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