Arax Advisory Partners’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 | $115K | Buy |
1,522
+1,185
| +352% | +$89.5K | 0.01% | 867 |
|
|
2025
Q1 | $8.84K | Buy |
337
+1
| +0.3% | +$26 | ﹤0.01% | 1604 |
|
|
2024
Q4 | $9.32K | Hold |
336
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q3 | $9.3K | Buy |
336
+3
| +0.9% | +$83 | ﹤0.01% | 1451 |
|
|
2024
Q2 | $8.65K | Hold |
333
| – | – | ﹤0.01% | 1341 |
|
|
2024
Q1 | $9.05K | Hold |
333
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $8.35K | Buy |
333
+3
| +0.9% | +$75 | ﹤0.01% | 788 |
|
|
2023
Q3 | $7.46K | Sell |
330
-330
| -50% | -$7.46K | ﹤0.01% | 788 |
|
|
2023
Q2 | $15.6K | Buy |
660
+3
| +0.5% | +$71 | ﹤0.01% | 625 |
|
|
2023
Q1 | $14.8K | Sell |
657
-114
| -15% | -$2.58K | ﹤0.01% | 628 |
|
|
2022
Q4 | $16.9K | Buy |
771
+3
| +0.4% | +$66 | ﹤0.01% | 586 |
|
|
2022
Q3 | $16K | Buy |
768
+3
| +0.4% | +$62 | ﹤0.01% | 602 |
|
|
2022
Q2 | $16K | Sell |
765
-48
| -6% | -$1K | ﹤0.01% | 589 |
|
|
2022
Q1 | $21K | Buy |
813
+48
| +6% | +$1.24K | ﹤0.01% | 565 |
|
|
2021
Q4 | $21K | Hold |
765
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $20K | Sell |
765
-174
| -19% | -$4.55K | ﹤0.01% | 557 |
|
|
2021
Q2 | $24K | Buy |
+939
| New | +$24K | ﹤0.01% | 564 |
|
|
2020
Q4 | $30K | Sell |
1,317
-78
| -6% | -$1.78K | ﹤0.01% | 461 |
|
|
2020
Q3 | $26K | Hold |
1,395
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $24K | Buy |
+1,395
| New | +$24K | ﹤0.01% | 455 |
|