Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,309
| Closed | -$36.2K | – | 1560 |
|
|
2024
Q4 | $36.2K | Sell |
1,309
-92
| -7% | -$2.55K | 0.01% | 684 |
|
|
2024
Q3 | $38.8K | Buy |
1,401
+768
| +121% | +$21.3K | 0.01% | 629 |
|
|
2024
Q2 | $16.4K | Buy |
+633
| New | +$16.4K | ﹤0.01% | 859 |
|
|
2023
Q4 | $20.5K | Buy |
816
+600
| +278% | +$15.1K | ﹤0.01% | 729 |
|
|
2023
Q3 | $4.72K | Hold |
216
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $5.08K | Buy |
+216
| New | +$5.08K | ﹤0.01% | 855 |
|
|
2023
Q1 | – | Sell |
-216
| Closed | -$4.72K | – | 901 |
|
|
2022
Q4 | $4.72K | Buy |
+216
| New | +$4.72K | ﹤0.01% | 725 |
|