Burkett Financial Services’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 | $2.5M | Buy |
89,249
+1,385
| +2% | +$38.8K | 0.9% | 14 |
|
|
2025
Q1 | $2.3M | Sell |
87,864
-1,472
| -2% | -$38.6K | 0.94% | 13 |
|
|
2024
Q4 | $2.48M | Sell |
89,336
-889
| -1% | -$24.6K | 1.01% | 13 |
|
|
2024
Q3 | $2.5M | Sell |
90,225
-663
| -0.7% | -$18.4K | 1.03% | 13 |
|
|
2024
Q2 | $2.36M | Sell |
90,888
-1,218
| -1% | -$31.6K | 1.21% | 10 |
|
|
2024
Q1 | $2.5M | Sell |
92,106
-3,381
| -4% | -$91.8K | 1.29% | 9 |
|
|
2023
Q4 | $2.4M | Buy |
+95,487
| New | +$2.4M | 1.34% | 9 |
|