CRA Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Sell |
66,651
-12,458
| -16% | -$397K | 0.27% | 74 |
|
|
2025
Q4 | $2.38M | Sell |
79,109
-2,762
| -3% | -$82.3K | 0.31% | 68 |
|
|
2025
Q3 | $2.43M | Sell |
81,871
-506
| -0.6% | -$14.7K | 0.33% | 62 |
|
|
2025
Q2 | $2.31M | Sell |
82,377
-2,300
| -3% | -$60.7K | 0.35% | 57 |
|
|
2025
Q1 | $2.22M | Sell |
84,677
-5,307
| -6% | -$148K | 0.38% | 55 |
|
|
2024
Q4 | $2.49M | Sell |
89,984
-6,037
| -6% | -$172K | 0.43% | 48 |
|
|
2024
Q3 | $2.66M | Sell |
96,021
-2,511
| -3% | -$66.8K | 0.49% | 41 |
|
|
2024
Q2 | $2.56M | Sell |
98,532
-7,206
| -7% | -$189K | 0.52% | 39 |
|
|
2024
Q1 | $2.87M | Buy |
105,738
+234
| +0.2% | +$5.97K | 0.62% | 35 |
|
|
2023
Q4 | $2.65M | Sell |
105,504
-1,374
| -1% | -$31.5K | 0.65% | 31 |
|
|
2023
Q3 | $2.41M | Buy |
106,878
+144
| +0.1% | +$3.41K | 0.66% | 32 |
|
|
2023
Q2 | $2.53M | Buy |
106,734
+3,216
| +3% | +$72.5K | 0.68% | 32 |
|
|
2023
Q1 | $2.34M | Buy |
103,518
+3,888
| +4% | +$89.5K | 0.7% | 32 |
|
|
2022
Q4 | $2.18M | Buy |
99,630
+1,605
| +2% | +$35.2K | 0.71% | 31 |
|
|
2022
Q3 | $1.98M | Sell |
98,025
-1,311
| -1% | -$29.2K | 0.71% | 28 |
|
|
2022
Q2 | $2.08M | Buy |
99,336
+6,855
| +7% | +$158K | 0.71% | 28 |
|
|
2022
Q1 | $2.34M | Sell |
92,481
-618
| -0.7% | -$15.5K | 0.7% | 26 |
|
|
2021
Q4 | $2.5M | Buy |
93,099
+5,748
| +7% | +$153K | 0.74% | 24 |
|
|
2021
Q3 | $2.23M | Buy |
87,351
+2,880
| +3% | +$75.2K | 0.76% | 25 |
|
|
2021
Q2 | $2.2M | Buy |
84,471
+4,803
| +6% | +$124K | 0.77% | 25 |
|
|
2021
Q1 | $1.98M | Buy |
79,668
+8,067
| +11% | +$196K | 0.76% | 27 |
|
|
2020
Q4 | $1.63M | Buy |
71,601
+2,652
| +4% | +$55.3K | 0.68% | 30 |
|
|
2020
Q3 | $1.27M | Buy |
68,949
+4,503
| +7% | +$83.4K | 0.61% | 31 |
|
|
2020
Q2 | $1.13M | Buy |
64,446
+3,108
| +5% | +$50.7K | 0.6% | 36 |
|
|
2020
Q1 | $862K | Buy |
61,338
+4,707
| +8% | +$86.2K | 0.55% | 41 |
|
|
2019
Q4 | $1.14M | Buy |
56,631
+4,791
| +9% | +$92.8K | 0.62% | 41 |
|
|
2019
Q3 | $977K | Buy |
51,840
+7,299
| +16% | +$138K | 0.59% | 42 |
|
|
2019
Q2 | $848K | Buy |
44,541
+9,468
| +27% | +$177K | 0.51% | 48 |
|
|
2019
Q1 | $648K | Sell |
35,073
-4,041
| -10% | -$72.2K | 0.42% | 53 |
|
|
2018
Q4 | $625K | Buy |
+39,114
| New | +$683K | 0.45% | 52 |
|
Other funds holding SCHM
MGIA
AA
LWMT
