Capital Analysts LLC’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 | $98K | Sell |
3,492
-182
| -5% | -$5.11K | ﹤0.01% | 676 |
|
|
2025
Q1 | $96K | Hold |
3,674
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $102K | Buy |
3,674
+1,121
| +44% | +$31.1K | ﹤0.01% | 608 |
|
|
2024
Q3 | $71K | Buy |
2,553
+492
| +24% | +$13.7K | ﹤0.01% | 657 |
|
|
2024
Q2 | $53K | Buy |
2,061
+594
| +40% | +$15.3K | ﹤0.01% | 695 |
|
|
2024
Q1 | $40K | Buy |
+1,467
| New | +$40K | ﹤0.01% | 714 |
|