Centerpoint Advisors’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 | $2.36M | Hold |
84,000
| – | – | 0.8% | 19 |
|
|
2025
Q1 | $2.2M | Hold |
84,000
| – | – | 0.81% | 19 |
|
|
2024
Q4 | $2.33M | Hold |
84,000
| – | – | 0.82% | 18 |
|
|
2024
Q3 | $2.33M | Hold |
84,000
| – | – | 0.81% | 18 |
|
|
2024
Q2 | $2.18M | Hold |
84,000
| – | – | 0.79% | 19 |
|
|
2024
Q1 | $2.28M | Hold |
84,000
| – | – | 0.85% | 19 |
|
|
2023
Q4 | $2.11M | Hold |
84,000
| – | – | 0.83% | 20 |
|
|
2023
Q3 | $1.9M | Hold |
84,000
| – | – | 0.8% | 23 |
|
|
2023
Q2 | $1.99M | Hold |
84,000
| – | – | 0.81% | 22 |
|
|
2023
Q1 | $1.9M | Hold |
84,000
| – | – | 0.83% | 21 |
|
|
2022
Q4 | $1.84M | Buy |
+84,000
| New | +$1.84M | 0.86% | 22 |
|