Ancora Advisors’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 | $318K | Buy |
11,343
+1,737
| +18% | +$48.7K | 0.01% | 624 |
|
|
2025
Q1 | $252K | Hold |
9,606
| – | – | 0.01% | 657 |
|
|
2024
Q4 | $266K | Hold |
9,606
| – | – | 0.01% | 637 |
|
|
2024
Q3 | $266K | Hold |
9,606
| – | – | 0.01% | 623 |
|
|
2024
Q2 | $249K | Sell |
9,606
-438
| -4% | -$11.4K | 0.01% | 605 |
|
|
2024
Q1 | $273K | Hold |
10,044
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $252K | Buy |
10,044
+3
| +0% | +$75 | 0.01% | 612 |
|
|
2023
Q3 | $227K | Buy |
10,041
+3
| +0% | +$68 | 0.01% | 618 |
|
|
2023
Q2 | $238K | Hold |
10,038
| – | – | 0.01% | 600 |
|
|
2023
Q1 | $227K | Buy |
10,038
+3
| +0% | +$68 | 0.01% | 608 |
|
|
2022
Q4 | $219K | Buy |
10,035
+8,658
| +629% | +$189K | 0.01% | 634 |
|
|
2022
Q3 | $28K | Buy |
1,377
+873
| +173% | +$17.8K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $11K | Buy |
+504
| New | +$11K | ﹤0.01% | 1531 |
|