Blankinship & Foster’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 | $2.86M | Buy |
101,920
+50,720
| +99% | +$1.42M | 0.67% | 18 |
|
|
2025
Q1 | $1.34M | Sell |
51,200
-4,723
| -8% | -$124K | 0.34% | 25 |
|
|
2024
Q4 | $1.55M | Sell |
55,923
-810
| -1% | -$22.4K | 0.38% | 24 |
|
|
2024
Q3 | $1.57M | Buy |
56,733
+108
| +0.2% | +$2.99K | 0.38% | 22 |
|
|
2024
Q2 | $1.47M | Buy |
56,625
+3,633
| +7% | +$94.3K | 0.38% | 24 |
|
|
2024
Q1 | $1.44M | Sell |
52,992
-10,023
| -16% | -$272K | 0.38% | 24 |
|
|
2023
Q4 | $1.58M | Buy |
63,015
+46,818
| +289% | +$1.18M | 0.45% | 22 |
|
|
2023
Q3 | $365K | Buy |
16,197
+45
| +0.3% | +$1.02K | 0.12% | 43 |
|
|
2023
Q2 | $382K | Sell |
16,152
-168
| -1% | -$3.98K | 0.12% | 42 |
|
|
2023
Q1 | $369K | Buy |
16,320
+42
| +0.3% | +$950 | 0.16% | 43 |
|
|
2022
Q4 | $356K | Sell |
16,278
-33,954
| -68% | -$743K | 0.15% | 45 |
|
|
2022
Q3 | $1.01M | Buy |
50,232
+33,528
| +201% | +$676K | 0.49% | 27 |
|
|
2022
Q2 | $349K | Buy |
+16,704
| New | +$349K | 0.16% | 39 |
|