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Calton & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Calton & Associates’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,204
Closed -$362K – 478
2025
Q3 		$362K Buy
12,204
+2,140
+21% +$62.3K 0.05% 285
2025
Q2 		$282K Buy
+10,064
New +$265K 0.05% 297
2018
Q4 		– Sell
-26,787
Closed -$516K – 290
2018
Q3 		$516K Sell
26,787
-1,182
-4% -$22.5K 0.15% 117
2018
Q2 		$530K Sell
27,969
-15
-0.1% -$271 0.15% 110
2018
Q1 		$493K Buy
27,984
+1,041
+4% +$18.7K 0.14% 155
2017
Q4 		$502K Buy
+26,943
New +$465K 0.13% 156

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