BFG
Bouchey Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
38,610
+195
| +0.5% | +$5.47K | 0.09% | 46 |
|
|
2025
Q1 | $1.01M | Hold |
38,415
| – | – | 0.09% | 47 |
|
|
2024
Q4 | $1.06M | Buy |
38,415
+25,610
| +200% | +$710K | 0.09% | 46 |
|
|
2024
Q3 | $1.06M | Sell |
12,805
-44
| -0.3% | -$3.66K | 0.1% | 47 |
|
|
2024
Q2 | $1M | Hold |
12,849
| – | – | 0.1% | 46 |
|
|
2024
Q1 | $1.05M | Buy |
12,849
+7,601
| +145% | +$619K | 0.1% | 47 |
|
|
2023
Q4 | $395K | Hold |
5,248
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $355K | Hold |
5,248
| – | – | 0.04% | 86 |
|
|
2023
Q2 | $373K | Hold |
5,248
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $356K | Hold |
5,248
| – | – | 0.05% | 71 |
|
|
2022
Q4 | $344K | Hold |
5,248
| – | – | 0.05% | 68 |
|
|
2022
Q3 | $318K | Hold |
5,248
| – | – | 0.05% | 70 |
|
|
2022
Q2 | $329K | Hold |
5,248
| – | – | 0.05% | 66 |
|
|
2022
Q1 | $398K | Hold |
5,248
| – | – | 0.05% | 66 |
|
|
2021
Q4 | $422K | Hold |
5,248
| – | – | 0.06% | 68 |
|
|
2021
Q3 | $402K | Hold |
5,248
| – | – | 0.06% | 57 |
|
|
2021
Q2 | $411K | Sell |
5,248
-293
| -5% | -$22.9K | 0.07% | 49 |
|
|
2021
Q1 | $412K | Buy |
5,541
+20
| +0.4% | +$1.49K | 0.07% | 52 |
|
|
2020
Q4 | $376K | Buy |
5,521
+2
| +0% | +$136 | 0.06% | 52 |
|
|
2020
Q3 | $306K | Buy |
5,519
+1,002
| +22% | +$55.6K | 0.06% | 52 |
|
|
2020
Q2 | $238K | Buy |
+4,517
| New | +$238K | 0.05% | 56 |
|
|
2020
Q1 | – | Sell |
-6,015
| Closed | -$362K | – | 73 |
|
|
2019
Q4 | $362K | Buy |
6,015
+4
| +0.1% | +$241 | 0.08% | 52 |
|
|
2019
Q3 | $340K | Buy |
6,011
+3
| +0% | +$170 | 0.08% | 53 |
|
|
2019
Q2 | $343K | Hold |
6,008
| – | – | 0.08% | 52 |
|
|
2019
Q1 | $333K | Hold |
6,008
| – | – | 0.08% | 57 |
|
|
2018
Q4 | $288K | Buy |
6,008
+2,008
| +50% | +$96.3K | 0.08% | 58 |
|
|
2018
Q3 | $231K | Sell |
4,000
-1,037
| -21% | -$59.9K | 0.06% | 65 |
|
|
2018
Q2 | $276K | Buy |
5,037
+11
| +0.2% | +$603 | 0.07% | 57 |
|
|
2018
Q1 | $266K | Sell |
5,026
-114,346
| -96% | -$6.05M | 0.08% | 54 |
|
|
2017
Q4 | $6.36M | Sell |
119,372
-540
| -0.5% | -$28.8K | 1.84% | 18 |
|
|
2017
Q3 | $6.01M | Sell |
119,912
-239
| -0.2% | -$12K | 1.88% | 19 |
|
|
2017
Q2 | $5.79M | Sell |
120,151
-1,567
| -1% | -$75.5K | 1.85% | 20 |
|
|
2017
Q1 | $5.76M | Sell |
121,718
-4,858
| -4% | -$230K | 2% | 18 |
|
|
2016
Q4 | $5.72M | Sell |
126,576
-1,560
| -1% | -$70.4K | 2.37% | 17 |
|
|
2016
Q3 | $5.58M | Sell |
128,136
-3,929
| -3% | -$171K | 2.18% | 19 |
|
|
2016
Q2 | $5.55M | Sell |
132,065
-1,714
| -1% | -$72K | 2.24% | 18 |
|
|
2016
Q1 | $5.43M | Buy |
133,779
+1,767
| +1% | +$71.7K | 2.3% | 18 |
|
|
2015
Q4 | $5.29M | Sell |
132,012
-2,320
| -2% | -$93K | 2.29% | 20 |
|
|
2015
Q3 | $5.23M | Buy |
134,332
+9,362
| +7% | +$364K | 2.52% | 17 |
|
|
2015
Q2 | $5.33M | Buy |
124,970
+5,834
| +5% | +$249K | 2.27% | 20 |
|
|
2015
Q1 | $5.14M | Buy |
119,136
+2,234
| +2% | +$96.4K | 2.31% | 19 |
|
|
2014
Q4 | $4.76M | Buy |
116,902
+12,251
| +12% | +$498K | 2.24% | 20 |
|
|
2014
Q3 | $4.05M | Buy |
104,651
+7,391
| +8% | +$286K | 2.05% | 20 |
|
|
2014
Q2 | $3.91M | Buy |
97,260
+45,492
| +88% | +$1.83M | 2.1% | 21 |
|
|
2014
Q1 | $2M | Buy |
51,768
+3,301
| +7% | +$127K | 1.21% | 28 |
|
|
2013
Q4 | $1.84M | Buy |
+48,467
| New | +$1.84M | 1.29% | 29 |
|