Cambridge Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cambridge Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Sell	57,885 -45	-0.1%	-$1.26K	0.34%	47
2025 Q1	$1.52M	Buy	57,930 +9	+0%	+$236	0.33%	49
2024 Q4	$1.6M	Buy	57,921 +288	+0.5%	+$7.98K	0.36%	46
2024 Q3	$1.6M	Sell	57,633 -471	-0.8%	-$13K	0.35%	49
2024 Q2	$1.51M	Sell	58,104 -39	-0.1%	-$1.01K	0.35%	46
2024 Q1	$1.58M	Buy	58,143 +6,240	+12%	+$169K	0.37%	45
2023 Q4	$1.3M	Sell	51,903 -471	-0.9%	-$11.8K	0.33%	50
2023 Q3	$1.18M	Buy	52,374 +3,456	+7%	+$78K	0.32%	51
2023 Q2	$1.16M	Sell	48,918 -141	-0.3%	-$3.34K	0.3%	57
2023 Q1	$1.11M	Sell	49,059 -1,212	-2%	-$27.4K	0.28%	58
2022 Q4	$1.1M	Sell	50,271 -1,113	-2%	-$24.3K	0.3%	58
2022 Q3	$1.04M	Sell	51,384 -1,920	-4%	-$38.7K	0.3%	57
2022 Q2	$1.12M	Sell	53,304 -2,109	-4%	-$44.1K	0.3%	55
2022 Q1	$1.4M	Buy	55,413 +6,309	+13%	+$160K	0.33%	49
2021 Q4	$1.32M	Buy	49,104 +1,929	+4%	+$51.7K	0.3%	61
2021 Q3	$1.21M	Buy	47,175 +168	+0.4%	+$4.29K	0.29%	63
2021 Q2	$1.23M	Buy	47,007 +39	+0.1%	+$1.02K	0.3%	63
2021 Q1	$1.17M	Buy	46,968 +132	+0.3%	+$3.27K	0.3%	62
2020 Q4	$1.06M	Buy	46,836 +342	+0.7%	+$7.77K	0.29%	64
2020 Q3	$860K	Sell	46,494 -261	-0.6%	-$4.83K	0.25%	68
2020 Q2	$820K	Sell	46,755 -4,839	-9%	-$84.9K	0.26%	65
2020 Q1	$725K	Buy	51,594 +1,503	+3%	+$21.1K	0.26%	65
2019 Q4	$1M	Buy	50,091 +1,059	+2%	+$21.2K	0.31%	61
2019 Q3	$924K	Buy	49,032 +165	+0.3%	+$3.11K	0.3%	59
2019 Q2	$930K	Buy	48,867 +5,178	+12%	+$98.5K	0.31%	58
2019 Q1	$807K	Sell	43,689 -1,497	-3%	-$27.7K	0.27%	67
2018 Q4	$722K	Buy	45,186 +4,398	+11%	+$70.3K	0.27%	67
2018 Q3	$786K	Sell	40,788 -12	-0%	-$231	0.27%	68
2018 Q2	$746K	Buy	40,800 +162	+0.4%	+$2.96K	0.26%	70
2018 Q1	$716K	Buy	40,638 +6,264	+18%	+$110K	0.26%	72
2017 Q4	$610K	Buy	34,374 +1,539	+5%	+$27.3K	0.22%	78
2017 Q3	$548K	Buy	32,835 +1,764	+6%	+$29.4K	0.21%	79
2017 Q2	$499K	Buy	31,071 +681	+2%	+$10.9K	0.2%	85
2017 Q1	$479K	Buy	30,390 +3,363	+12%	+$53K	0.2%	85
2016 Q4	$407K	Buy	27,027 +1,767	+7%	+$26.6K	0.18%	94
2016 Q3	$366K	Buy	25,260 +102	+0.4%	+$1.48K	0.16%	101
2016 Q2	$352K	Buy	25,158 +6,915	+38%	+$96.8K	0.16%	102
2016 Q1	$247K	Sell	18,243 -3,801	-17%	-$51.5K	0.11%	115
2015 Q4	$294K	Sell	22,044 -4,401	-17%	-$58.7K	0.17%	108
2015 Q3	$343K	Buy	26,445 +1,365	+5%	+$17.7K	0.2%	97
2015 Q2	$356K	Buy	25,080 +3,765	+18%	+$53.4K	0.2%	92
2015 Q1	$307K	Buy	21,315 +2,436	+13%	+$35.1K	0.18%	98
2014 Q4	$256K	Buy	+18,879	New	+$256K	0.16%	110