Clearstead Trust’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 | $20.3K | Hold |
723
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $18.9K | Hold |
723
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $20K | Hold |
723
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $20K | Hold |
723
| – | – | ﹤0.01% | 307 |
|
|
2024
Q2 | $18.8K | Hold |
723
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $19.6K | Hold |
723
| – | – | 0.01% | 312 |
|
|
2023
Q4 | $18.2K | Hold |
723
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $16.3K | Hold |
723
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $17.1K | Buy |
+723
| New | +$17.1K | 0.01% | 277 |
|