American Financial & Tax Strategies’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 | $236K | Sell |
8,424
-220
| -3% | -$6.17K | 0.12% | 89 |
|
|
2025
Q1 | $226K | Hold |
8,644
| – | – | 0.12% | 89 |
|
|
2024
Q4 | $240K | Buy |
8,644
+70
| +0.8% | +$1.94K | 0.12% | 88 |
|
|
2024
Q3 | $237K | Sell |
8,574
-63
| -0.7% | -$1.75K | 0.12% | 89 |
|
|
2024
Q2 | $224K | Hold |
8,637
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $234K | Sell |
8,637
-3,396
| -28% | -$92.2K | 0.13% | 89 |
|
|
2023
Q4 | $333K | Buy |
+12,033
| New | +$333K | 0.19% | 76 |
|