Elmwood Wealth Management’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 | $322K | Buy |
11,480
+1
| +0% | +$28 | 0.13% | 109 |
|
|
2025
Q1 | $301K | Hold |
11,479
| – | – | 0.12% | 111 |
|
|
2024
Q4 | $318K | Buy |
11,479
+1
| +0% | +$28 | 0.13% | 111 |
|
|
2024
Q3 | $318K | Hold |
11,478
| – | – | 0.13% | 111 |
|
|
2024
Q2 | $298K | Hold |
11,478
| – | – | 0.13% | 106 |
|
|
2024
Q1 | $312K | Buy |
+11,478
| New | +$312K | 0.13% | 109 |
|
|
2023
Q4 | – | Sell |
-12,378
| Closed | -$279K | – | 116 |
|
|
2023
Q3 | $279K | Sell |
12,378
-75
| -0.6% | -$1.69K | 0.13% | 109 |
|
|
2023
Q2 | $295K | Buy |
12,453
+3
| +0% | +$71 | 0.14% | 107 |
|
|
2023
Q1 | $282K | Sell |
12,450
-1,200
| -9% | -$27.1K | 0.13% | 110 |
|
|
2022
Q4 | $299K | Buy |
13,650
+1,050
| +8% | +$23K | 0.15% | 104 |
|
|
2022
Q3 | $254K | Hold |
12,600
| – | – | 0.13% | 106 |
|
|
2022
Q2 | $263K | Hold |
12,600
| – | – | 0.15% | 102 |
|
|
2022
Q1 | $319K | Buy |
12,600
+3
| +0% | +$76 | 0.16% | 98 |
|
|
2021
Q4 | $338K | Buy |
+12,597
| New | +$338K | 0.16% | 97 |
|
|
2021
Q2 | $329K | Hold |
12,597
| – | – | 0.17% | 90 |
|
|
2021
Q1 | $313K | Buy |
+12,597
| New | +$313K | 0.19% | 89 |
|
|
2020
Q3 | $198K | Hold |
11,274
| – | – | 0.16% | 88 |
|
|
2020
Q2 | $198K | Buy |
+11,274
| New | +$198K | 0.16% | 88 |
|