Econ Financial Services’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 | $1.77M | Buy |
63,230
+822
| +1% | +$23.1K | 0.91% | 39 |
|
|
2025
Q1 | $1.64M | Sell |
62,408
-418
| -0.7% | -$11K | 0.87% | 41 |
|
|
2024
Q4 | $1.74M | Sell |
62,826
-2,445
| -4% | -$67.8K | 1% | 33 |
|
|
2024
Q3 | $1.81M | Buy |
65,271
+963
| +1% | +$26.7K | 1.01% | 22 |
|
|
2024
Q2 | $1.67M | Buy |
64,308
+1,257
| +2% | +$32.6K | 1.03% | 26 |
|
|
2024
Q1 | $1.71M | Sell |
63,051
-18,030
| -22% | -$489K | 1.06% | 29 |
|
|
2023
Q4 | $2.04M | Sell |
81,081
-1,290
| -2% | -$32.4K | 1.43% | 25 |
|
|
2023
Q3 | $1.86M | Buy |
+82,371
| New | +$1.86M | 1.36% | 29 |
|
|
2023
Q1 | – | Sell |
-21,456
| Closed | -$469K | – | 97 |
|
|
2022
Q4 | $469K | Buy |
21,456
+177
| +0.8% | +$3.87K | 0.48% | 42 |
|
|
2022
Q3 | $429K | Sell |
21,279
-137,421
| -87% | -$2.77M | 0.35% | 58 |
|
|
2022
Q2 | $3.32M | Buy |
158,700
+20,757
| +15% | +$434K | 2.68% | 8 |
|
|
2022
Q1 | $3.49M | Sell |
137,943
-101,547
| -42% | -$2.57M | 2.58% | 9 |
|
|
2021
Q4 | $7K | Buy |
+239,490
| New | +$7K | 0.01% | 136 |
|
|
2019
Q2 | $3.81M | Buy |
200,076
+49,617
| +33% | +$944K | 5.27% | 4 |
|
|
2019
Q1 | $2.78M | Sell |
150,459
-36,318
| -19% | -$671K | 4.15% | 7 |
|
|
2018
Q4 | $2.98M | Buy |
+186,777
| New | +$2.98M | 4.55% | 3 |
|