Everhart Financial Group’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 | $3.58M | Buy |
127,483
+444
| +0.3% | +$12.5K | 0.41% | 34 |
|
|
2025
Q1 | $3.33M | Sell |
127,039
-552
| -0.4% | -$14.5K | 0.46% | 35 |
|
|
2024
Q4 | $3.54M | Sell |
127,591
-19,166
| -13% | -$531K | 0.73% | 26 |
|
|
2024
Q3 | $4.06M | Sell |
146,757
-2,871
| -2% | -$79.5K | 0.9% | 22 |
|
|
2024
Q2 | $3.88M | Buy |
149,628
+519
| +0.3% | +$13.5K | 1.01% | 19 |
|
|
2024
Q1 | $4.05M | Sell |
149,109
-1,653
| -1% | -$44.9K | 1.18% | 14 |
|
|
2023
Q4 | $3.79M | Sell |
150,762
-5,472
| -4% | -$137K | 1.34% | 13 |
|
|
2023
Q3 | $3.52M | Sell |
156,234
-8,175
| -5% | -$184K | 1.5% | 13 |
|
|
2023
Q2 | $3.89M | Sell |
164,409
-9,162
| -5% | -$217K | 1.61% | 11 |
|
|
2023
Q1 | $3.93M | Sell |
173,571
-1,257
| -0.7% | -$28.4K | 1.76% | 10 |
|
|
2022
Q4 | $3.82M | Buy |
174,828
+2,646
| +2% | +$57.9K | 1.92% | 12 |
|
|
2022
Q3 | $3.47M | Sell |
172,182
-5,760
| -3% | -$116K | 1.92% | 11 |
|
|
2022
Q2 | $3.72M | Sell |
177,942
-981
| -0.5% | -$20.5K | 2.26% | 9 |
|
|
2022
Q1 | $4.52M | Sell |
178,923
-2,085
| -1% | -$52.7K | 2.61% | 9 |
|
|
2021
Q4 | $4.85M | Sell |
181,008
-3,555
| -2% | -$95.3K | 2.93% | 7 |
|
|
2021
Q3 | $4.72M | Sell |
184,563
-390
| -0.2% | -$9.97K | 3.23% | 6 |
|
|
2021
Q2 | $4.83M | Sell |
184,953
-10,224
| -5% | -$267K | 3.32% | 6 |
|
|
2021
Q1 | $4.84M | Sell |
195,177
-12,336
| -6% | -$306K | 4.25% | 4 |
|
|
2020
Q4 | $4.72M | Buy |
+207,513
| New | +$4.72M | 4.35% | 4 |
|