CAM
Chandler Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Buy |
54,117
+195
| +0.4% | +$5.47K | 0.27% | 19 |
|
2025
Q1 | $1.41M | Buy |
53,922
+162
| +0.3% | +$4.24K | 0.27% | 19 |
|
2024
Q4 | $1.49M | Buy |
53,760
+35,913
| +201% | +$995K | 0.28% | 14 |
|
2024
Q3 | $494K | Buy |
17,847
+127
| +0.7% | +$3.52K | 0.09% | 22 |
|
2024
Q2 | $1.38M | Hold |
17,720
| – | – | 0.28% | 15 |
|
2024
Q1 | $1.44M | Buy |
17,720
+57
| +0.3% | +$4.64K | 0.29% | 14 |
|
2023
Q4 | $1.33M | Buy |
17,663
+84
| +0.5% | +$6.33K | 0.31% | 14 |
|
2023
Q3 | $1.19M | Buy |
17,579
+67
| +0.4% | +$4.54K | 0.29% | 15 |
|
2023
Q2 | $1.24M | Buy |
17,512
+75
| +0.4% | +$5.33K | 0.33% | 14 |
|
2023
Q1 | $1.18M | Buy |
17,437
+149
| +0.9% | +$10.1K | 0.28% | 16 |
|
2022
Q4 | $1.05M | Hold |
17,288
| – | – | 0.3% | 15 |
|
2022
Q3 | $1.05M | Buy |
17,288
+79
| +0.5% | +$4.78K | 0.3% | 15 |
|
2022
Q2 | $1.08M | Buy |
17,209
+77
| +0.4% | +$4.83K | 0.31% | 16 |
|
2022
Q1 | $1.3M | Buy |
17,132
+59
| +0.3% | +$4.48K | 0.32% | 16 |
|
2021
Q4 | $1.37M | Buy |
17,073
+57
| +0.3% | +$4.58K | 0.32% | 16 |
|
2021
Q3 | $1.3M | Buy |
17,016
+61
| +0.4% | +$4.68K | 0.34% | 15 |
|
2021
Q2 | $1.33M | Buy |
16,955
+43
| +0.3% | +$3.37K | 0.35% | 14 |
|
2021
Q1 | $1.26M | Buy |
+16,912
| New | +$1.26M | 0.36% | 15 |
|