Csenge Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
53,643
+5,141
| +11% | +$139K | 0.08% | 204 |
|
|
2025
Q1 | $1.19M | Buy |
48,502
+5,845
| +14% | +$143K | 0.07% | 229 |
|
|
2024
Q4 | $1.18M | Sell |
42,657
-65,481
| -61% | -$1.81M | 0.06% | 238 |
|
|
2024
Q3 | $1.01M | Buy |
108,138
+73,650
| +214% | +$686K | 0.05% | 272 |
|
|
2024
Q2 | $895K | Sell |
34,488
-306
| -0.9% | -$7.94K | 0.05% | 278 |
|
|
2024
Q1 | $944K | Sell |
34,794
-2,805
| -7% | -$76.1K | 0.05% | 275 |
|
|
2023
Q4 | $944K | Sell |
37,599
-3,576
| -9% | -$89.8K | 0.06% | 245 |
|
|
2023
Q3 | $929K | Sell |
41,175
-2,034
| -5% | -$45.9K | 0.06% | 221 |
|
|
2023
Q2 | $1.02M | Buy |
43,209
+3,543
| +9% | +$83.9K | 0.07% | 209 |
|
|
2023
Q1 | $897K | Sell |
39,666
-1,395
| -3% | -$31.6K | 0.06% | 228 |
|
|
2022
Q4 | $898K | Sell |
41,061
-5,160
| -11% | -$113K | 0.07% | 231 |
|
|
2022
Q3 | $933K | Buy |
46,221
+7,302
| +19% | +$147K | 0.08% | 212 |
|
|
2022
Q2 | $814K | Buy |
+38,919
| New | +$814K | 0.07% | 244 |
|