Apeiron RIA’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 | $268K | Sell |
9,538
-80
| -0.8% | -$2.24K | 0.07% | 177 |
|
|
2025
Q1 | $252K | Hold |
9,618
| – | – | 0.08% | 176 |
|
|
2024
Q4 | $267K | Hold |
9,618
| – | – | 0.07% | 177 |
|
|
2024
Q3 | $266K | Hold |
9,618
| – | – | 0.08% | 171 |
|
|
2024
Q2 | $250K | Buy |
9,618
+294
| +3% | +$7.63K | 0.08% | 181 |
|
|
2024
Q1 | $253K | Hold |
9,324
| – | – | 0.07% | 181 |
|
|
2023
Q4 | $234K | Hold |
9,324
| – | – | 0.07% | 181 |
|
|
2023
Q3 | $210K | Hold |
9,324
| – | – | 0.07% | 184 |
|
|
2023
Q2 | $221K | Buy |
9,324
+96
| +1% | +$2.27K | 0.08% | 179 |
|
|
2023
Q1 | $209K | Hold |
9,228
| – | – | 0.07% | 185 |
|
|
2022
Q4 | $202K | Buy |
+9,228
| New | +$202K | 0.08% | 181 |
|