Aspire Capital Advisors’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 | $392K | Hold |
13,965
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $366K | Sell |
13,965
-905
| -6% | -$23.7K | 0.11% | 66 |
|
|
2024
Q4 | $412K | Buy |
14,870
+26
| +0.2% | +$720 | 0.12% | 58 |
|
|
2024
Q3 | $411K | Sell |
14,844
-1,158
| -7% | -$32.1K | 0.12% | 55 |
|
|
2024
Q2 | $415K | Hold |
16,002
| – | – | 0.14% | 47 |
|
|
2024
Q1 | $434K | Sell |
16,002
-279
| -2% | -$7.57K | 0.15% | 48 |
|
|
2023
Q4 | $409K | Buy |
16,281
+30
| +0.2% | +$753 | 0.17% | 44 |
|
|
2023
Q3 | $367K | Buy |
16,251
+1,752
| +12% | +$39.5K | 0.17% | 49 |
|
|
2023
Q2 | $343K | Sell |
14,499
-1,524
| -10% | -$36.1K | 0.17% | 48 |
|
|
2023
Q1 | $362K | Sell |
16,023
-18,819
| -54% | -$426K | 0.19% | 43 |
|
|
2022
Q4 | $762K | Sell |
34,842
-10,827
| -24% | -$237K | 0.43% | 30 |
|
|
2022
Q3 | $921K | Sell |
45,669
-2,163
| -5% | -$43.6K | 0.73% | 25 |
|
|
2022
Q2 | $1M | Buy |
47,832
+8,865
| +23% | +$185K | 0.76% | 24 |
|
|
2022
Q1 | $985K | Buy |
+38,967
| New | +$985K | 0.94% | 18 |
|