Cascade Financial Partners’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 | $909K | Buy |
32,424
+1,642
| +5% | +$46.1K | 0.11% | 119 |
|
|
2025
Q1 | $806K | Sell |
30,782
-106
| -0.3% | -$2.78K | 0.1% | 117 |
|
|
2024
Q4 | $856K | Sell |
30,888
-61,191
| -66% | -$1.7M | 0.11% | 109 |
|
|
2024
Q3 | $855K | Buy |
92,079
+59,127
| +179% | +$549K | 0.11% | 108 |
|
|
2024
Q2 | $855K | Sell |
32,952
-30
| -0.1% | -$778 | 0.11% | 107 |
|
|
2024
Q1 | $853K | Buy |
+32,982
| New | +$853K | 0.12% | 104 |
|