Clear Point 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 | $883K | Sell |
31,490
-2,569
| -8% | -$72.1K | 0.74% | 35 |
|
|
2025
Q1 | $887K | Buy |
34,059
+24
| +0.1% | +$625 | 0.8% | 36 |
|
|
2024
Q4 | $943K | Sell |
34,035
-171
| -0.5% | -$4.74K | 0.81% | 34 |
|
|
2024
Q3 | $947K | Sell |
34,206
-117
| -0.3% | -$3.24K | 0.73% | 34 |
|
|
2024
Q2 | $890K | Sell |
34,323
-1,323
| -4% | -$34.3K | 0.73% | 33 |
|
|
2024
Q1 | $968K | Sell |
35,646
-4,062
| -10% | -$110K | 0.8% | 34 |
|
|
2023
Q4 | $997K | Buy |
+39,708
| New | +$997K | 0.88% | 29 |
|