Clayton Financial Group’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 | $212K | Sell |
7,554
-81,782
| -92% | -$2.29M | 0.25% | 27 |
|
|
2025
Q1 | $2.34M | Buy |
89,336
+1,921
| +2% | +$50.3K | 0.86% | 28 |
|
|
2024
Q4 | $2.42M | Buy |
87,415
+1,603
| +2% | +$44.4K | 0.87% | 28 |
|
|
2024
Q3 | $2.38M | Buy |
85,812
+9,819
| +13% | +$272K | 0.89% | 26 |
|
|
2024
Q2 | $2.06M | Buy |
75,993
+3,612
| +5% | +$98K | 0.89% | 25 |
|
|
2024
Q1 | $1.96M | Sell |
72,381
-3,024
| -4% | -$82.1K | 0.89% | 25 |
|
|
2023
Q4 | $1.89M | Buy |
+75,405
| New | +$1.89M | 1.18% | 21 |
|