Cornerstone Planning 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 | $4.6K | Hold |
161
| – | – | ﹤0.01% | 744 |
|
|
2025
Q1 | $4K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 793 |
|
|
2024
Q4 | $4.64K | Sell |
160
-317
| -66% | -$9.18K | ﹤0.01% | 596 |
|
|
2024
Q3 | $4.45K | Buy |
477
+315
| +194% | +$2.94K | ﹤0.01% | 586 |
|
|
2024
Q2 | $4.01K | Buy |
162
+3
| +2% | +$74 | ﹤0.01% | 619 |
|
|
2024
Q1 | $4.14K | Hold |
159
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $3.99K | Hold |
159
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $3.59K | Hold |
159
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $3.77K | Buy |
+159
| New | +$3.77K | ﹤0.01% | 996 |
|