ECM
Exchange Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
90,793
-11,286
| -11% | -$317K | 0.38% | 76 |
|
|
2025
Q1 | $2.67M | Sell |
102,079
-13,734
| -12% | -$360K | 0.43% | 75 |
|
|
2024
Q4 | $3.21M | Buy |
115,813
+69,524
| +150% | +$1.93M | 0.51% | 57 |
|
|
2024
Q3 | $3.85M | Sell |
46,289
-15,026
| -25% | -$1.25M | 0.61% | 52 |
|
|
2024
Q2 | $4.77M | Sell |
61,315
-9,177
| -13% | -$714K | 0.78% | 38 |
|
|
2024
Q1 | $5.74M | Sell |
70,492
-14,023
| -17% | -$1.14M | 0.93% | 31 |
|
|
2023
Q4 | $6.37M | Sell |
84,515
-1,643
| -2% | -$124K | 1.14% | 24 |
|
|
2023
Q3 | $5.83M | Sell |
86,158
-2,462
| -3% | -$167K | 1.1% | 25 |
|
|
2023
Q2 | $6.29M | Sell |
88,620
-2,146
| -2% | -$152K | 1.17% | 22 |
|
|
2023
Q1 | $6.16M | Sell |
90,766
-1,795
| -2% | -$122K | 1.25% | 20 |
|
|
2022
Q4 | $6.07M | Sell |
92,561
-2,568
| -3% | -$168K | 1.33% | 20 |
|
|
2022
Q3 | $5.76M | Sell |
95,129
-2,487
| -3% | -$151K | 1.34% | 19 |
|
|
2022
Q2 | $6.12M | Sell |
97,616
-1,383
| -1% | -$86.7K | 1.33% | 19 |
|
|
2022
Q1 | $7.51M | Sell |
98,999
-1,197
| -1% | -$90.8K | 1.41% | 17 |
|
|
2021
Q4 | $8.06M | Sell |
100,196
-894
| -0.9% | -$71.9K | 1.46% | 16 |
|
|
2021
Q3 | $7.75M | Sell |
101,090
-1,532
| -1% | -$117K | 1.5% | 13 |
|
|
2021
Q2 | $8.03M | Sell |
102,622
-628
| -0.6% | -$49.2K | 1.54% | 14 |
|
|
2021
Q1 | $7.69M | Sell |
103,250
-567
| -0.5% | -$42.2K | 1.59% | 13 |
|
|
2020
Q4 | $7.08M | Sell |
103,817
-1,154
| -1% | -$78.7K | 1.58% | 15 |
|
|
2020
Q3 | $5.82M | Sell |
104,971
-542
| -0.5% | -$30.1K | 1.47% | 20 |
|
|
2020
Q2 | $5.55M | Sell |
105,513
-6,625
| -6% | -$349K | 1.54% | 18 |
|
|
2020
Q1 | $4.73M | Sell |
112,138
-4,724
| -4% | -$199K | 1.54% | 15 |
|
|
2019
Q4 | $7.03M | Sell |
116,862
-8,025
| -6% | -$483K | 1.81% | 13 |
|
|
2019
Q3 | $7.06M | Buy |
124,887
+462
| +0.4% | +$26.1K | 1.86% | 12 |
|
|
2019
Q2 | $7.1M | Buy |
124,425
+1,484
| +1% | +$84.7K | 1.91% | 11 |
|
|
2019
Q1 | $6.81M | Buy |
122,941
+8,013
| +7% | +$444K | 1.91% | 12 |
|
|
2018
Q4 | $5.51M | Buy |
114,928
+6,517
| +6% | +$312K | 1.79% | 14 |
|
|
2018
Q3 | $6.27M | Buy |
108,411
+6,869
| +7% | +$397K | 1.82% | 13 |
|
|
2018
Q2 | $5.57M | Buy |
101,542
+11,516
| +13% | +$632K | 1.66% | 15 |
|
|
2018
Q1 | $4.76M | Sell |
90,026
-44,353
| -33% | -$2.35M | 1.5% | 19 |
|
|
2017
Q4 | $7.16M | Sell |
134,379
-240
| -0.2% | -$12.8K | 2.25% | 11 |
|
|
2017
Q3 | $6.75M | Buy |
134,619
+37,395
| +38% | +$1.87M | 2.23% | 10 |
|
|
2017
Q2 | $4.68M | Buy |
97,224
+96,429
| +12,129% | +$4.64M | 1.58% | 21 |
|
|
2017
Q1 | $38K | Buy |
+795
| New | +$38K | 0.01% | 127 |
|