Caitlin John’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
Q1 | – | Sell |
-114
| Closed | -$3.16K | – | 647 |
|
|
2024
Q4 | $3.16K | Sell |
114
-228
| -67% | -$6.32K | ﹤0.01% | 590 |
|
|
2024
Q3 | $3.32K | Buy |
342
+228
| +200% | +$2.21K | ﹤0.01% | 589 |
|
|
2024
Q2 | $2.96K | Hold |
114
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $3.09K | Hold |
114
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $2.86K | Buy |
+114
| New | +$2.86K | ﹤0.01% | 642 |
|