Arlington Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arlington Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,204	Closed	-$217K	–	109
2025 Q4	$217K	Sell	7,204 -76	-1%	-$2.27K	0.03%	101
2025 Q3	$216K	Sell	7,280 -60	-0.8%	-$1.75K	0.03%	105
2025 Q2	$206K	Sell	7,340 -673	-8%	-$17.8K	0.03%	82
2025 Q1	$210K	Sell	8,013 -231	-3%	-$6.43K	0.04%	105
2024 Q4	$228K	Sell	8,244 -633	-7%	-$18K	0.05%	87
2024 Q3	$246K	Sell	8,877 -513	-5%	-$13.6K	0.05%	67
2024 Q2	$244K	Sell	9,390 -1,230	-12%	-$32.2K	0.05%	64
2024 Q1	$288K	Sell	10,620 -41,820	-80%	-$1.07M	0.06%	66
2023 Q4	$1.32M	Buy	52,440 +504	+1%	+$11.5K	0.39%	47
2023 Q3	$1.17M	Buy	51,936 +2,085	+4%	+$49.4K	0.42%	41
2023 Q2	$1.18M	Buy	49,851 +2,229	+5%	+$50.2K	0.43%	37
2023 Q1	$1.08M	Buy	47,622 +4,047	+9%	+$93.2K	0.41%	38
2022 Q4	$953K	Buy	43,575 +849	+2%	+$18.6K	0.4%	41
2022 Q3	$862K	Buy	42,726 +699	+2%	+$15.6K	0.44%	35
2022 Q2	$879K	Buy	42,027 +3,084	+8%	+$71.2K	0.39%	36
2022 Q1	$985K	Buy	38,943 +2,796	+8%	+$70.1K	0.37%	38
2021 Q4	$969K	Buy	36,147 +576	+2%	+$15.4K	0.33%	45
2021 Q3	$909K	Buy	35,571 +807	+2%	+$21.1K	0.36%	39
2021 Q2	$907K	Buy	34,764 +516	+2%	+$13.3K	0.34%	41
2021 Q1	$850K	Buy	34,248 +2,427	+8%	+$58.9K	0.34%	43
2020 Q4	$723K	Buy	31,821 +2,832	+10%	+$59.1K	0.3%	44
2020 Q3	$536K	Sell	28,989 -1,791	-6%	-$33.2K	0.27%	46
2020 Q2	$540K	Buy	30,780 +4,806	+19%	+$78.3K	0.31%	43
2020 Q1	$365K	Buy	25,974 +3,141	+14%	+$57.5K	0.26%	43
2019 Q4	$458K	Buy	22,833 +582	+3%	+$11.3K	0.25%	41
2019 Q3	$419K	Sell	22,251 -636	-3%	-$12K	0.24%	43
2019 Q2	$436K	Buy	22,887 +1,239	+6%	+$23.2K	0.25%	42
2019 Q1	$400K	Buy	21,648 +1,227	+6%	+$21.9K	0.23%	43
2018 Q4	$326K	Buy	20,421 +321	+2%	+$5.61K	0.14%	61
2018 Q3	$362K	Buy	20,100 +408	+2%	+$7.77K	0.22%	42
2018 Q2	$368K	Buy	19,692 +1,932	+11%	+$34.9K	0.21%	45
2018 Q1	$313K	Sell	17,760 -369	-2%	-$6.63K	0.21%	46
2017 Q4	$338K	Buy	+18,129	New	+$313K	0.16%	46