Arkansas Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arkansas Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Sell	54,659 -251	-0.5%	-$7.16K	0.24%	45
2025 Q1	$1.32M	Sell	54,910 -345	-0.6%	-$8.29K	0.23%	45
2024 Q4	$1.53M	Sell	55,255 -185	-0.3%	-$5.13K	0.25%	44
2024 Q3	$1.54M	Hold	55,440	–	–	0.25%	42
2024 Q2	$1.44M	Hold	55,440	–	–	0.26%	41
2024 Q1	$1.5M	Hold	55,440	–	–	0.26%	40
2023 Q4	$1.39M	Hold	55,440	–	–	0.26%	39
2023 Q3	$1.25M	Hold	55,440	–	–	0.25%	40
2023 Q2	$1.31M	Hold	55,440	–	–	0.26%	38
2023 Q1	$1.25M	Hold	55,440	–	–	0.26%	37
2022 Q4	$1.21M	Sell	55,440 -1,965	-3%	-$43K	0.27%	34
2022 Q3	$1.16M	Hold	57,405	–	–	0.28%	28
2022 Q2	$1.2M	Buy	57,405 +168	+0.3%	+$3.51K	0.27%	27
2022 Q1	$1.45M	Buy	57,237 +78	+0.1%	+$1.97K	0.3%	26
2021 Q4	$1.53M	Hold	57,159	–	–	0.31%	25
2021 Q3	$1.46M	Sell	57,159 -51	-0.1%	-$1.3K	0.32%	25
2021 Q2	$1.49M	Hold	57,210	–	–	0.34%	25
2021 Q1	$1.42M	Sell	57,210 -81	-0.1%	-$2.01K	0.34%	23
2020 Q4	$1.3M	Sell	57,291 -564	-1%	-$12.8K	0.33%	24
2020 Q3	$1.07M	Hold	57,855	–	–	0.31%	25
2020 Q2	$1.01M	Buy	57,855 +504	+0.9%	+$8.83K	0.32%	23
2020 Q1	$805K	Buy	57,351 +1,548	+3%	+$21.7K	0.3%	23
2019 Q4	$1.12M	Buy	55,803 +726	+1%	+$14.5K	0.37%	20
2019 Q3	$1.04M	Sell	55,077 -414	-0.7%	-$7.8K	0.37%	20
2019 Q2	$1.06M	Sell	55,491 -771	-1%	-$14.7K	0.39%	17
2019 Q1	$1.04M	Buy	56,262 +54	+0.1%	+$996	0.4%	17
2018 Q4	$898K	Buy	56,208 +543	+1%	+$8.68K	0.38%	17
2018 Q3	$1.07M	Buy	55,665 +63	+0.1%	+$1.21K	0.43%	16
2018 Q2	$1.02M	Hold	55,602	–	–	0.43%	15
2018 Q1	$980K	Hold	55,602	–	–	0.42%	16
2017 Q4	$987K	Sell	55,602 -399	-0.7%	-$7.08K	0.42%	16
2017 Q3	$935K	Buy	56,001 +297	+0.5%	+$4.96K	0.42%	16
2017 Q2	$894K	Hold	55,704	–	–	0.42%	13
2017 Q1	$879K	Sell	55,704 -906	-2%	-$14.3K	0.42%	13
2016 Q4	$852K	Hold	56,610	–	–	0.44%	13
2016 Q3	$821K	Hold	56,610	–	–	0.45%	13
2016 Q2	$793K	Hold	56,610	–	–	0.45%	13
2016 Q1	$766K	Hold	56,610	–	–	0.45%	13
2015 Q4	$756K	Sell	56,610 -375	-0.7%	-$5.01K	0.46%	13
2015 Q3	$739K	Hold	56,985	–	–	0.47%	12
2015 Q2	$810K	Hold	56,985	–	–	0.5%	11
2015 Q1	$820K	Hold	56,985	–	–	0.51%	11
2014 Q4	$773K	Sell	56,985 -2,196	-4%	-$29.8K	0.48%	12
2014 Q3	$763K	Hold	59,181	–	–	0.53%	11
2014 Q2	$794K	Hold	59,181	–	–	0.55%	11
2014 Q1	$762K	Sell	59,181 -1,830	-3%	-$23.6K	0.57%	11
2013 Q4	$761K	Buy	+61,011	New	+$761K	0.59%	11