Boltwood Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Boltwood Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.38M	Buy	84,779 +5,806	+7%	+$163K	0.68%	41
2025 Q1	$2.07M	Buy	78,973 +5,679	+8%	+$149K	0.63%	44
2024 Q4	$2.03M	Sell	73,294 -128	-0.2%	-$3.55K	0.62%	44
2024 Q3	$2.03M	Buy	73,422 +2,628	+4%	+$72.8K	0.6%	46
2024 Q2	$1.84M	Buy	70,794 +525	+0.7%	+$13.6K	0.57%	50
2024 Q1	$1.91M	Buy	70,269 +3,852	+6%	+$105K	0.59%	49
2023 Q4	$1.67M	Buy	66,417 +9,210	+16%	+$231K	0.55%	52
2023 Q3	$1.29M	Buy	57,207 +3,804	+7%	+$85.8K	0.48%	55
2023 Q2	$1.26M	Buy	53,403 +3,414	+7%	+$80.8K	0.46%	58
2023 Q1	$1.13M	Sell	49,989 -3,168	-6%	-$71.7K	0.42%	62
2022 Q4	$1.16M	Buy	53,157 +7,500	+16%	+$164K	0.47%	59
2022 Q3	$921K	Buy	45,657 +3,894	+9%	+$78.6K	0.42%	67
2022 Q2	$873K	Buy	41,763 +3,042	+8%	+$63.6K	0.38%	82
2022 Q1	$979K	Buy	38,721 +9,483	+32%	+$240K	0.38%	80
2021 Q4	$784K	Buy	29,238 +4,473	+18%	+$120K	0.29%	90
2021 Q3	$633K	Buy	24,765 +5,295	+27%	+$135K	0.26%	97
2021 Q2	$508K	Buy	19,470 +1,965	+11%	+$51.3K	0.21%	110
2021 Q1	$434K	Buy	17,505 +255	+1%	+$6.32K	0.19%	111
2020 Q4	$392K	Buy	17,250 +1,200	+7%	+$27.3K	0.19%	113
2020 Q3	$297K	Sell	16,050 -300	-2%	-$5.55K	0.17%	121
2020 Q2	$287K	Sell	16,350 -7,575	-32%	-$133K	0.17%	113
2020 Q1	$336K	Sell	23,925 -16,608	-41%	-$233K	0.24%	102
2019 Q4	$813K	Buy	40,533 +15,558	+62%	+$312K	0.46%	74
2019 Q3	$471K	Buy	24,975 +8,550	+52%	+$161K	0.3%	91
2019 Q2	$313K	Buy	16,425 +3,075	+23%	+$58.6K	0.2%	111
2019 Q1	$246K	Sell	13,350 -9,045	-40%	-$167K	0.16%	124
2018 Q4	$357K	Buy	22,395 +2,016	+10%	+$32.1K	0.24%	102
2018 Q3	$392K	Buy	20,379 +3,027	+17%	+$58.2K	0.23%	107
2018 Q2	$317K	Buy	17,352 +4,602	+36%	+$84.1K	0.21%	111
2018 Q1	$224K	Hold	12,750	–	–	0.15%	115
2017 Q4	$226K	Buy	12,750 +600	+5%	+$10.6K	0.14%	116
2017 Q3	$202K	Buy	+12,150	New	+$202K	0.13%	117