Financial Management Network’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 | $202K | Buy |
+7,047
| New | +$202K | 0.04% | 173 |
|
|
2025
Q1 | – | Sell |
-7,851
| Closed | -$220K | – | 163 |
|
|
2024
Q4 | $220K | Buy |
7,851
+33
| +0.4% | +$925 | 0.05% | 152 |
|
|
2024
Q3 | $216K | Buy |
7,818
+27
| +0.3% | +$747 | 0.05% | 155 |
|
|
2024
Q2 | $200K | Sell |
7,791
-438
| -5% | -$11.3K | 0.05% | 144 |
|
|
2024
Q1 | $218K | Buy |
8,229
+27
| +0.3% | +$715 | 0.05% | 147 |
|
|
2023
Q4 | $201K | Buy |
+8,202
| New | +$201K | 0.06% | 131 |
|
|
2022
Q2 | – | Sell |
-7,953
| Closed | -$203K | – | 131 |
|
|
2022
Q1 | $203K | Buy |
7,953
+27
| +0.3% | +$689 | 0.1% | 113 |
|
|
2021
Q4 | $214K | Buy |
7,926
+27
| +0.3% | +$729 | 0.1% | 125 |
|
|
2021
Q3 | $203K | Buy |
7,899
+27
| +0.3% | +$694 | 0.1% | 126 |
|
|
2021
Q2 | $207K | Buy |
7,872
+21
| +0.3% | +$552 | 0.11% | 121 |
|
|
2021
Q1 | $205K | Buy |
+7,851
| New | +$205K | 0.11% | 123 |
|