Bush Investment Group’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 | $10.1M | Sell |
361,512
-8,478
| -2% | -$238K | 6.81% | 4 |
|
|
2025
Q1 | $9.69M | Sell |
369,990
-15,939
| -4% | -$418K | 7.3% | 4 |
|
|
2024
Q4 | $10.7M | Buy |
385,929
+792
| +0.2% | +$21.9K | 8.35% | 4 |
|
|
2024
Q3 | $10.7M | Buy |
385,137
+2,019
| +0.5% | +$55.9K | 8.53% | 4 |
|
|
2024
Q2 | $9.94M | Buy |
383,118
+2,445
| +0.6% | +$63.4K | 8.53% | 4 |
|
|
2024
Q1 | $10.3M | Buy |
380,673
+4,614
| +1% | +$125K | 9.13% | 4 |
|
|
2023
Q4 | $9.35M | Buy |
+376,059
| New | +$9.35M | 8.63% | 5 |
|