Beaumont Financial 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 | $1.69M | Sell |
60,276
-2,574
| -4% | -$72.2K | 0.12% | 105 |
|
|
2025
Q1 | $1.65M | Sell |
62,850
-3,186
| -5% | -$83.5K | 0.13% | 110 |
|
|
2024
Q4 | $1.83M | Buy |
66,036
+921
| +1% | +$25.5K | 0.14% | 101 |
|
|
2024
Q3 | $1.8M | Sell |
65,115
-2,229
| -3% | -$61.7K | 0.14% | 95 |
|
|
2024
Q2 | $1.75M | Sell |
67,344
-561
| -0.8% | -$14.6K | 0.14% | 99 |
|
|
2024
Q1 | $1.84M | Sell |
67,905
-366
| -0.5% | -$9.93K | 0.15% | 89 |
|
|
2023
Q4 | $1.71M | Sell |
68,271
-8,292
| -11% | -$208K | 0.16% | 89 |
|
|
2023
Q3 | $1.73M | Sell |
76,563
-5,709
| -7% | -$129K | 0.17% | 84 |
|
|
2023
Q2 | $1.95M | Sell |
82,272
-9,822
| -11% | -$233K | 0.18% | 84 |
|
|
2023
Q1 | $2.08M | Sell |
92,094
-1,050
| -1% | -$23.7K | 0.21% | 65 |
|
|
2022
Q4 | $2.04M | Buy |
93,144
+210
| +0.2% | +$4.59K | 0.2% | 69 |
|
|
2022
Q3 | $1.88M | Buy |
92,934
+74,133
| +394% | +$1.5M | 0.18% | 77 |
|
|
2022
Q2 | $393K | Buy |
18,801
+60
| +0.3% | +$1.25K | 0.04% | 205 |
|
|
2022
Q1 | $474K | Hold |
18,741
| – | – | 0.04% | 215 |
|
|
2021
Q4 | $502K | Hold |
18,741
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $479K | Hold |
18,741
| – | – | 0.04% | 207 |
|
|
2021
Q2 | $489K | Sell |
18,741
-855
| -4% | -$22.3K | 0.04% | 215 |
|
|
2021
Q1 | $486K | Sell |
19,596
-2,217
| -10% | -$55K | 0.04% | 198 |
|
|
2020
Q4 | $496K | Sell |
21,813
-600
| -3% | -$13.6K | 0.04% | 196 |
|
|
2020
Q3 | $414K | Sell |
22,413
-3,255
| -13% | -$60.1K | 0.04% | 211 |
|
|
2020
Q2 | $450K | Sell |
25,668
-10,905
| -30% | -$191K | 0.05% | 196 |
|
|
2020
Q1 | $514K | Buy |
+36,573
| New | +$514K | 0.06% | 137 |
|