FMP
Financial Management Professionals’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 | $1.68K | Sell |
60
-2,670
| -98% | -$74.9K | ﹤0.01% | 768 |
|
|
2025
Q1 | $71.5K | Buy |
+2,730
| New | +$71.5K | 0.01% | 216 |
|
|
2022
Q1 | – | Sell |
-73
| Closed | -$6K | – | 1138 |
|
|
2021
Q4 | $6K | Buy |
73
+30
| +70% | +$2.47K | ﹤0.01% | 573 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $3K | Sell |
43
-120
| -74% | -$8.37K | ﹤0.01% | 544 |
|
|
2020
Q4 | $11K | Buy |
163
+126
| +341% | +$8.5K | ﹤0.01% | 332 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 528 |
|
|
2020
Q2 | $2K | Sell |
37
-114
| -75% | -$6.16K | ﹤0.01% | 516 |
|
|
2020
Q1 | $6K | Sell |
151
-497,513
| -100% | -$19.8M | ﹤0.01% | 197 |
|
|
2019
Q4 | $29.9M | Buy |
497,664
+236,161
| +90% | +$14.2M | 9.91% | 2 |
|
|
2019
Q3 | $14.8M | Sell |
261,503
-439,099
| -63% | -$24.8M | 5.45% | 7 |
|
|
2019
Q2 | $40M | Sell |
700,602
-317,435
| -31% | -$18.1M | 14.82% | 2 |
|
|
2019
Q1 | $56.4M | Buy |
1,018,037
+1,017,935
| +997,975% | +$56.4M | 22.66% | 2 |
|
|
2018
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 191 |
|
|
2018
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 198 |
|
|
2018
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 215 |
|
|
2017
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 178 |
|
|
2017
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 179 |
|
|
2017
Q2 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 206 |
|
|
2016
Q4 | – | Sell |
-1,026,113
| Closed | -$44.7M | – | 319 |
|
|
2016
Q3 | $44.7M | Buy |
1,026,113
+14,796
| +1% | +$645K | 23.2% | 1 |
|
|
2016
Q2 | $42.5M | Buy |
1,011,317
+613,092
| +154% | +$25.8M | 22.36% | 2 |
|
|
2016
Q1 | $16.2M | Buy |
398,225
+45,825
| +13% | +$1.86M | 8.37% | 3 |
|
|
2015
Q4 | $14.1M | Buy |
+352,400
| New | +$14.1M | 7.24% | 2 |
|
|
2014
Q3 | – | Sell |
-620,493
| Closed | -$25M | – | 269 |
|
|
2014
Q2 | $25M | Buy |
620,493
+4,095
| +0.7% | +$165K | 16.55% | 1 |
|
|
2014
Q1 | $23.8M | Buy |
+616,398
| New | +$23.8M | 16.36% | 1 |
|