American Money Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.57M | Buy |
276,768
+7,755
| +3% | +$247K | 1.36% | 25 |
|
|
2025
Q4 | $8.09M | Buy |
269,013
+13,418
| +5% | +$400K | 1.27% | 30 |
|
|
2025
Q3 | $7.58M | Sell |
255,595
-339
| -0.1% | -$9.87K | 1.26% | 30 |
|
|
2025
Q2 | $7.18M | Buy |
255,934
+2,053
| +0.8% | +$54.2K | 1.27% | 26 |
|
|
2025
Q1 | $6.65M | Buy |
253,881
+7,969
| +3% | +$222K | 1.26% | 28 |
|
|
2024
Q4 | $6.81M | Buy |
245,912
+3,284
| +1% | +$93.6K | 1.33% | 25 |
|
|
2024
Q3 | $6.72M | Buy |
242,628
+10,677
| +5% | +$284K | 1.34% | 26 |
|
|
2024
Q2 | $6.02M | Buy |
231,951
+8,991
| +4% | +$235K | 1.28% | 27 |
|
|
2024
Q1 | $6.05M | Sell |
222,960
-6,333
| -3% | -$162K | 1.26% | 31 |
|
|
2023
Q4 | $5.76M | Buy |
229,293
+34,161
| +18% | +$783K | 1.3% | 27 |
|
|
2023
Q3 | $4.4M | Buy |
195,132
+9,387
| +5% | +$222K | 1.12% | 34 |
|
|
2023
Q2 | $4.4M | Buy |
185,745
+2,790
| +2% | +$62.9K | 1.1% | 37 |
|
|
2023
Q1 | $4.14M | Buy |
182,955
+27,234
| +17% | +$627K | 1.1% | 36 |
|
|
2022
Q4 | $3.41M | Buy |
155,721
+6,657
| +4% | +$146K | 0.97% | 39 |
|
|
2022
Q3 | $3.01M | Buy |
149,064
+4,308
| +3% | +$96.1K | 0.92% | 42 |
|
|
2022
Q2 | $3.03M | Buy |
144,756
+32,847
| +29% | +$758K | 0.88% | 41 |
|
|
2022
Q1 | $2.83M | Buy |
111,909
+5,226
| +5% | +$131K | 0.75% | 45 |
|
|
2021
Q4 | $2.86M | Buy |
106,683
+6,843
| +7% | +$182K | 0.74% | 45 |
|
|
2021
Q3 | $2.55M | Buy |
99,840
+27,816
| +39% | +$727K | 0.72% | 47 |
|
|
2021
Q2 | $1.88M | Buy |
72,024
+1,569
| +2% | +$40.5K | 0.64% | 46 |
|
|
2021
Q1 | $1.75M | Sell |
70,455
-13,299
| -16% | -$323K | 0.65% | 47 |
|
|
2020
Q4 | $1.9M | Buy |
83,754
+756
| +0.9% | +$15.8K | 0.74% | 43 |
|
|
2020
Q3 | $1.53M | Sell |
82,998
-1,221
| -1% | -$22.6K | 0.7% | 46 |
|
|
2020
Q2 | $1.48M | Buy |
84,219
+26,562
| +46% | +$433K | 0.69% | 45 |
|
|
2020
Q1 | $810K | Sell |
57,657
-159
| -0.3% | -$2.91K | 0.45% | 51 |
|
|
2019
Q4 | $1.16M | Sell |
57,816
-1,170
| -2% | -$22.7K | 0.54% | 49 |
|
|
2019
Q3 | $1.11M | Sell |
58,986
-19,026
| -24% | -$359K | 0.59% | 48 |
|
|
2019
Q2 | $1.49M | Sell |
78,012
-240
| -0.3% | -$4.49K | 0.79% | 43 |
|
|
2019
Q1 | $1.45M | Sell |
78,252
-1,005
| -1% | -$18K | 0.8% | 44 |
|
|
2018
Q4 | $1.27M | Sell |
79,257
-1,719
| -2% | -$30K | 0.8% | 44 |
|
|
2018
Q3 | $1.56M | Sell |
80,976
-9,186
| -10% | -$175K | 0.89% | 42 |
|
|
2018
Q2 | $1.65M | Sell |
90,162
-2,145
| -2% | -$38.8K | 1% | 40 |
|
|
2018
Q1 | $1.63M | Sell |
92,307
-5,985
| -6% | -$108K | 1.02% | 37 |
|
|
2017
Q4 | $1.75M | Sell |
98,292
-1,011
| -1% | -$17.4K | 1.06% | 38 |
|
|
2017
Q3 | $1.66M | Sell |
99,303
-55,485
| -36% | -$902K | 1.1% | 39 |
|
|
2017
Q2 | $2.48M | Buy |
154,788
+3,198
| +2% | +$50.8K | 1.77% | 30 |
|
|
2017
Q1 | $2.39M | Buy |
+151,590
| New | +$2.36M | 1.77% | 30 |
|
Other funds holding SCHM
MGIA
AA
LWMT
