Calton & Associates’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 | $282K | Buy |
+10,064
| New | +$282K | 0.05% | 297 |
|
|
2018
Q4 | – | Sell |
-26,787
| Closed | -$516K | – | 290 |
|
|
2018
Q3 | $516K | Sell |
26,787
-1,182
| -4% | -$22.8K | 0.15% | 117 |
|
|
2018
Q2 | $530K | Sell |
27,969
-15
| -0.1% | -$284 | 0.15% | 110 |
|
|
2018
Q1 | $493K | Buy |
27,984
+1,041
| +4% | +$18.3K | 0.14% | 155 |
|
|
2017
Q4 | $502K | Buy |
+26,943
| New | +$502K | 0.13% | 156 |
|