Fairman 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 | $138K | Buy |
4,918
+8
| +0.2% | +$224 | 0.11% | 64 |
|
|
2025
Q1 | $173K | Sell |
4,910
-1,330
| -21% | -$46.8K | 0.16% | 59 |
|
|
2024
Q4 | $173K | Buy |
6,240
+12
| +0.2% | +$333 | 0.14% | 63 |
|
|
2024
Q3 | $172K | Buy |
6,228
+333
| +6% | +$9.22K | 0.16% | 63 |
|
|
2024
Q2 | $153K | Buy |
5,895
+381
| +7% | +$9.92K | 0.16% | 64 |
|
|
2024
Q1 | $150K | Buy |
5,514
+933
| +20% | +$25.3K | 0.14% | 60 |
|
|
2023
Q4 | $115K | Buy |
+4,581
| New | +$115K | 0.11% | 68 |
|