Evergreen Capital 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 | $1.18M | Buy |
+42,068
| New | +$1.18M | 0.04% | 333 |
|
|
2024
Q4 | – | Sell |
-7,509
| Closed | -$208K | – | 1111 |
|
|
2024
Q3 | $208K | Buy |
+7,509
| New | +$208K | 0.01% | 922 |
|
|
2024
Q2 | – | Sell |
-8,016
| Closed | -$218K | – | 987 |
|
|
2024
Q1 | $218K | Buy |
+8,016
| New | +$218K | 0.01% | 764 |
|
|
2023
Q4 | – | Sell |
-12,414
| Closed | -$280K | – | 892 |
|
|
2023
Q3 | $280K | Buy |
+12,414
| New | +$280K | 0.01% | 582 |
|