DecisionPoint Financial’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 | $39.9K | Sell |
1,410
-6,024
| -81% | -$170K | 0.01% | 93 |
|
|
2025
Q1 | $195K | Buy |
7,434
+22
| +0.3% | +$576 | 0.06% | 40 |
|
|
2024
Q4 | $205K | Buy |
7,412
+29
| +0.4% | +$804 | 0.06% | 39 |
|
|
2024
Q3 | $204K | Buy |
7,383
+30
| +0.4% | +$831 | 0.06% | 39 |
|
|
2024
Q2 | $199K | Buy |
7,353
+24
| +0.3% | +$650 | 0.07% | 39 |
|
|
2024
Q1 | $189K | Buy |
7,329
+24
| +0.3% | +$619 | 0.08% | 35 |
|
|
2023
Q4 | $183K | Buy |
+7,305
| New | +$183K | 0.08% | 33 |
|