Arrowroot Family Office’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 | $2.12M | Buy |
+75,562
| New | +$2.12M | 0.95% | 26 |
|
|
2024
Q4 | $2.73M | Sell |
98,415
-28,074
| -22% | -$778K | 1.42% | 21 |
|
|
2024
Q3 | $3.5M | Sell |
126,489
-8,130
| -6% | -$225K | 2.04% | 15 |
|
|
2024
Q2 | $3.49M | Sell |
134,619
-7,863
| -6% | -$204K | 2.24% | 14 |
|
|
2024
Q1 | $3.87M | Sell |
142,482
-852
| -0.6% | -$23.1K | 2.48% | 8 |
|
|
2023
Q4 | $3.6M | Sell |
143,334
-11,964
| -8% | -$300K | 2.55% | 7 |
|
|
2023
Q3 | $3.5M | Sell |
155,298
-642
| -0.4% | -$14.5K | 2.76% | 6 |
|
|
2023
Q2 | $3.69M | Buy |
155,940
+2,265
| +1% | +$53.6K | 2.79% | 4 |
|
|
2023
Q1 | $3.48M | Buy |
+153,675
| New | +$3.48M | 2.97% | 3 |
|