Clarity Capital 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 | $245K | Buy |
8,730
+31
| +0.4% | +$870 | 0.14% | 83 |
|
|
2025
Q1 | $228K | Buy |
8,699
+26
| +0.3% | +$681 | 0.15% | 79 |
|
|
2024
Q4 | $240K | Sell |
8,673
-1,776
| -17% | -$49.2K | 0.16% | 72 |
|
|
2024
Q3 | $289K | Buy |
10,449
+75
| +0.7% | +$2.08K | 0.21% | 66 |
|
|
2024
Q2 | $269K | Hold |
10,374
| – | – | 0.21% | 66 |
|
|
2024
Q1 | $282K | Buy |
10,374
+33
| +0.3% | +$896 | 0.22% | 65 |
|
|
2023
Q4 | $260K | Buy |
+10,341
| New | +$260K | 0.23% | 65 |
|