Blue Barn 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 | $4.83M | Buy |
172,087
+8,798
| +5% | +$247K | 2.27% | 8 |
|
|
2025
Q1 | $4.28M | Buy |
163,289
+7,056
| +5% | +$185K | 2.23% | 9 |
|
|
2024
Q4 | $4.33M | Buy |
156,233
+6,017
| +4% | +$167K | 2.28% | 9 |
|
|
2024
Q3 | $4.16M | Buy |
150,216
+7,533
| +5% | +$209K | 2.14% | 9 |
|
|
2024
Q2 | $3.7M | Buy |
142,683
+5,913
| +4% | +$153K | 2.06% | 12 |
|
|
2024
Q1 | $3.71M | Sell |
136,770
-1,935
| -1% | -$52.5K | 2.07% | 12 |
|
|
2023
Q4 | $3.48M | Buy |
138,705
+1,182
| +0.9% | +$29.7K | 2.07% | 11 |
|
|
2023
Q3 | $3.1M | Buy |
137,523
+2,811
| +2% | +$63.4K | 2.04% | 13 |
|
|
2023
Q2 | $3.19M | Buy |
134,712
+3,840
| +3% | +$90.9K | 2.07% | 12 |
|
|
2023
Q1 | $2.96M | Buy |
130,872
+3,930
| +3% | +$88.9K | 1.83% | 13 |
|
|
2022
Q4 | $2.78M | Buy |
126,942
+3,552
| +3% | +$77.7K | 1.83% | 14 |
|
|
2022
Q3 | $2.49M | Buy |
123,390
+5,034
| +4% | +$102K | 1.77% | 13 |
|
|
2022
Q2 | $2.48M | Buy |
118,356
+3,492
| +3% | +$73K | 1.9% | 12 |
|
|
2022
Q1 | $2.91M | Buy |
114,864
+10,938
| +11% | +$277K | 2.01% | 12 |
|
|
2021
Q4 | $2.79M | Buy |
103,926
+6,834
| +7% | +$183K | 1.88% | 12 |
|
|
2021
Q3 | $2.48M | Buy |
97,092
+3,780
| +4% | +$96.6K | 2.18% | 10 |
|
|
2021
Q2 | $2.44M | Buy |
+93,312
| New | +$2.44M | 2.5% | 10 |
|