BIP Wealth’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 | $412K | Sell |
14,681
-532
| -3% | -$14.9K | 0.03% | 168 |
|
|
2025
Q1 | $399K | Buy |
15,213
+186
| +1% | +$4.87K | 0.03% | 174 |
|
|
2024
Q4 | $416K | Sell |
15,027
-2,673
| -15% | -$74.1K | 0.03% | 167 |
|
|
2024
Q3 | $490K | Buy |
17,700
+6,354
| +56% | +$176K | 0.03% | 140 |
|
|
2024
Q2 | $294K | Sell |
11,346
-768
| -6% | -$19.9K | 0.02% | 152 |
|
|
2024
Q1 | $329K | Buy |
12,114
+6
| +0% | +$163 | 0.02% | 151 |
|
|
2023
Q4 | $304K | Sell |
12,108
-75
| -0.6% | -$1.88K | 0.02% | 152 |
|
|
2023
Q3 | $275K | Buy |
12,183
+1,548
| +15% | +$34.9K | 0.03% | 147 |
|
|
2023
Q2 | $252K | Sell |
10,635
-2,532
| -19% | -$60K | 0.02% | 154 |
|
|
2023
Q1 | $298K | Buy |
+13,167
| New | +$298K | 0.03% | 148 |
|