CIR
Clear Investment Research’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 | $1.12M | Sell |
40,017
-565
| -1% | -$15.8K | 1.42% | 16 |
|
|
2025
Q1 | $1.06M | Sell |
40,582
-31
| -0.1% | -$812 | 1.42% | 17 |
|
|
2024
Q4 | $1.13M | Buy |
40,613
+27,059
| +200% | +$750K | 1.45% | 17 |
|
|
2024
Q3 | $1.13M | Buy |
13,554
+6
| +0% | +$499 | 1.46% | 16 |
|
|
2024
Q2 | $1.05M | Buy |
13,548
+2
| +0% | +$156 | 1.37% | 17 |
|
|
2024
Q1 | $1.1M | Sell |
13,546
-1,005
| -7% | -$81.8K | 1.48% | 16 |
|
|
2023
Q4 | $1.1M | Buy |
14,551
+841
| +6% | +$63.3K | 1.54% | 16 |
|
|
2023
Q3 | $928K | Buy |
13,710
+19
| +0.1% | +$1.29K | 1.61% | 17 |
|
|
2023
Q2 | $972K | Buy |
13,691
+930
| +7% | +$66.1K | 1.63% | 17 |
|
|
2023
Q1 | $866K | Buy |
12,761
+162
| +1% | +$11K | 1.52% | 19 |
|
|
2022
Q4 | $827K | Buy |
12,599
+32
| +0.3% | +$2.1K | 1.6% | 17 |
|
|
2022
Q3 | $761K | Hold |
12,567
| – | – | 1.6% | 16 |
|
|
2022
Q2 | $788K | Sell |
12,567
-102
| -0.8% | -$6.4K | 1.74% | 17 |
|
|
2022
Q1 | $961K | Buy |
12,669
+73
| +0.6% | +$5.54K | 1.88% | 14 |
|
|
2021
Q4 | $1.01M | Hold |
12,596
| – | – | 1.55% | 15 |
|
|
2021
Q3 | $966K | Buy |
12,596
+94
| +0.8% | +$7.21K | 1.56% | 14 |
|
|
2021
Q2 | $979K | Sell |
12,502
-6
| -0% | -$470 | 1.63% | 13 |
|
|
2021
Q1 | $931K | Sell |
12,508
-330
| -3% | -$24.6K | 1.68% | 14 |
|
|
2020
Q4 | $855K | Hold |
12,838
| – | – | 1.55% | 15 |
|
|
2020
Q3 | $699K | Hold |
12,838
| – | – | 1.42% | 16 |
|
|
2020
Q2 | $676K | Buy |
12,838
+1,944
| +18% | +$102K | 1.45% | 16 |
|
|
2020
Q1 | $459K | Sell |
10,894
-3
| -0% | -$126 | 1.12% | 19 |
|
|
2019
Q4 | $655K | Buy |
10,897
+575
| +6% | +$34.6K | 1.35% | 16 |
|
|
2019
Q3 | $584K | Hold |
10,322
| – | – | 1.25% | 17 |
|
|
2019
Q2 | $589K | Sell |
10,322
-297
| -3% | -$16.9K | 0.96% | 18 |
|
|
2019
Q1 | $588K | Buy |
10,619
+682
| +7% | +$37.8K | 0.92% | 19 |
|
|
2018
Q4 | $476K | Buy |
9,937
+232
| +2% | +$11.1K | 0.77% | 20 |
|
|
2018
Q3 | $561K | Buy |
9,705
+1,950
| +25% | +$113K | 0.81% | 19 |
|
|
2018
Q2 | $410K | Hold |
7,755
| – | – | 0.27% | 26 |
|
|
2018
Q1 | $410K | Sell |
7,755
-24
| -0.3% | -$1.27K | 0.27% | 26 |
|
|
2017
Q4 | $414K | Hold |
7,779
| – | – | 0.27% | 26 |
|
|
2017
Q3 | $390K | Hold |
7,779
| – | – | 0.26% | 27 |
|
|
2017
Q2 | $37K | Buy |
+7,779
| New | +$37K | 0.03% | 44 |
|