Christensen King & Associates Investment Services’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 | $9.88M | Sell |
352,121
-2,776
| -0.8% | -$77.9K | 4.53% | 8 |
|
|
2025
Q1 | $9.62M | Sell |
354,897
-2,777
| -0.8% | -$75.3K | 4.56% | 8 |
|
|
2024
Q4 | $10M | Buy |
357,674
+4,073
| +1% | +$114K | 4.71% | 7 |
|
|
2024
Q3 | $9.79M | Sell |
353,601
-6,801
| -2% | -$188K | 4.61% | 8 |
|
|
2024
Q2 | $9.35M | Buy |
360,402
+81
| +0% | +$2.1K | 4.61% | 8 |
|
|
2024
Q1 | $9.78M | Buy |
360,321
+6,873
| +2% | +$187K | 4.89% | 7 |
|
|
2023
Q4 | $8.87M | Buy |
+353,448
| New | +$8.87M | 4.75% | 8 |
|