Avantax Advisory Services’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 | $1.01M | Sell |
35,833
-1,814
| -5% | -$50.9K | 0.01% | 1172 |
|
|
2025
Q1 | $986K | Buy |
37,647
+910
| +2% | +$23.8K | 0.01% | 1095 |
|
|
2024
Q4 | $1.02M | Buy |
36,737
+284
| +0.8% | +$7.87K | 0.01% | 1030 |
|
|
2024
Q3 | $1.01M | Sell |
36,453
-564
| -2% | -$15.6K | 0.01% | 1015 |
|
|
2024
Q2 | $960K | Sell |
37,017
-1,587
| -4% | -$41.2K | 0.01% | 998 |
|
|
2024
Q1 | $1.05M | Sell |
38,604
-3
| -0% | -$81 | 0.01% | 727 |
|
|
2023
Q4 | $969K | Sell |
38,607
-61,569
| -61% | -$1.55M | 0.01% | 727 |
|
|
2023
Q3 | $2.26M | Buy |
100,176
+74,070
| +284% | +$1.67M | 0.03% | 427 |
|
|
2023
Q2 | $618K | Sell |
26,106
-366
| -1% | -$8.67K | 0.01% | 863 |
|
|
2023
Q1 | $599K | Sell |
26,472
-19,896
| -43% | -$450K | 0.01% | 835 |
|
|
2022
Q4 | $1.01M | Buy |
46,368
+2,010
| +5% | +$44K | 0.01% | 633 |
|
|
2022
Q3 | $895K | Buy |
44,358
+7,866
| +22% | +$159K | 0.01% | 590 |
|
|
2022
Q2 | $763K | Buy |
36,492
+5,814
| +19% | +$122K | 0.01% | 634 |
|
|
2022
Q1 | $777K | Buy |
30,678
+2,136
| +7% | +$54.1K | 0.01% | 627 |
|
|
2021
Q4 | $765K | Buy |
28,542
+6,381
| +29% | +$171K | 0.01% | 607 |
|
|
2021
Q3 | $566K | Buy |
22,161
+7,758
| +54% | +$198K | 0.01% | 678 |
|
|
2021
Q2 | $378K | Buy |
+14,403
| New | +$378K | 0.01% | 807 |
|
|
2020
Q4 | – | Sell |
-17,847
| Closed | -$331K | – | 1291 |
|
|
2020
Q3 | $331K | Buy |
+17,847
| New | +$331K | 0.01% | 978 |
|
|
2020
Q2 | – | Sell |
-34,716
| Closed | -$487K | – | 890 |
|
|
2020
Q1 | $487K | Buy |
34,716
+16,122
| +87% | +$226K | 0.01% | 443 |
|
|
2019
Q4 | $373K | Buy |
+18,594
| New | +$373K | 0.01% | 563 |
|