CX Institutional’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 | $3.41M | Buy |
121,596
+118,606
| +3,967% | +$3.33M | 0.12% | 159 |
|
|
2025
Q1 | $78K | Buy |
+2,990
| New | +$78K | ﹤0.01% | 779 |
|
|
2023
Q4 | – | Sell |
-40,551
| Closed | -$915K | – | 567 |
|
|
2023
Q3 | $915K | Buy |
+40,551
| New | +$915K | 0.05% | 264 |
|
|
2023
Q2 | – | Sell |
-136,347
| Closed | -$3.08M | – | 536 |
|
|
2023
Q1 | $3.08M | Buy |
+136,347
| New | +$3.08M | 0.16% | 182 |
|