Ameritas Advisory Services’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 | $726K | Sell |
25,886
-72,999
| -74% | -$2.05M | 0.04% | 419 |
|
|
2025
Q1 | $2.67M | Sell |
98,885
-19,405
| -16% | -$524K | 0.11% | 183 |
|
|
2024
Q4 | $3.28M | Buy |
118,290
+40,320
| +52% | +$1.12M | 0.11% | 171 |
|
|
2024
Q3 | $2.16M | Sell |
77,970
-83,232
| -52% | -$2.31M | 0.09% | 210 |
|
|
2024
Q2 | $4.18M | Buy |
161,202
+1,161
| +0.7% | +$30.1K | 0.16% | 129 |
|
|
2024
Q1 | $4.18M | Buy |
160,041
+114,123
| +249% | +$2.98M | 0.17% | 118 |
|
|
2023
Q4 | $1.16M | Sell |
45,918
-145,524
| -76% | -$3.68M | 0.06% | 250 |
|
|
2023
Q3 | $4.27M | Buy |
191,442
+42,258
| +28% | +$942K | 0.21% | 94 |
|
|
2023
Q2 | $3.51M | Sell |
149,184
-180,354
| -55% | -$4.24M | 0.45% | 45 |
|
|
2023
Q1 | $7.45M | Sell |
329,538
-180,936
| -35% | -$4.09M | 0.37% | 50 |
|
|
2022
Q4 | $11.2M | Buy |
510,474
+252,864
| +98% | +$5.53M | 0.52% | 40 |
|
|
2022
Q3 | $5.2M | Buy |
257,610
+100,305
| +64% | +$2.02M | 0.31% | 70 |
|
|
2022
Q2 | $3.29M | Buy |
157,305
+19,965
| +15% | +$417K | 0.19% | 117 |
|
|
2022
Q1 | $3.47M | Buy |
137,340
+2,343
| +2% | +$59.2K | 0.13% | 129 |
|
|
2021
Q4 | $3.62M | Buy |
+134,997
| New | +$3.62M | 0.13% | 130 |
|