Financial Management Professionals’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.1K | Buy |
+1,630
| New | +$56.1K | 0.01% | 268 |
|
|
2025
Q3 | – | Sell |
-60
| Closed | -$1.68K | – | 1050 |
|
|
2025
Q2 | $1.68K | Sell |
60
-2,670
| -98% | -$70.4K | ﹤0.01% | 768 |
|
|
2025
Q1 | $71.5K | Buy |
+2,730
| New | +$76K | 0.01% | 216 |
|
|
2022
Q1 | – | Sell |
-219
| Closed | -$6K | – | 1138 |
|
|
2021
Q4 | $6K | Buy |
219
+90
| +70% | +$2.4K | ﹤0.01% | 573 |
|
|
2021
Q3 | $3K | Hold |
129
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $3K | Hold |
129
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $3K | Sell |
129
-360
| -74% | -$8.73K | ﹤0.01% | 544 |
|
|
2020
Q4 | $11K | Buy |
489
+378
| +341% | +$7.88K | ﹤0.01% | 332 |
|
|
2020
Q3 | $2K | Hold |
111
| – | – | ﹤0.01% | 528 |
|
|
2020
Q2 | $2K | Sell |
111
-342
| -75% | -$5.57K | ﹤0.01% | 516 |
|
|
2020
Q1 | $6K | Sell |
453
-1,492,539
| -100% | -$27.3M | ﹤0.01% | 197 |
|
|
2019
Q4 | $29.9M | Buy |
1,492,992
+708,483
| +90% | +$13.7M | 9.91% | 2 |
|
|
2019
Q3 | $14.8M | Sell |
784,509
-1,317,297
| -63% | -$24.9M | 5.45% | 7 |
|
|
2019
Q2 | $40M | Sell |
2,101,806
-952,305
| -31% | -$17.8M | 14.82% | 2 |
|
|
2019
Q1 | $56.4M | Buy |
3,054,111
+3,053,805
| +997,975% | +$54.6M | 22.66% | 2 |
|
|
2018
Q4 | $5K | Hold |
306
| – | – | ﹤0.01% | 191 |
|
|
2018
Q3 | $6K | Hold |
306
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $6K | Hold |
306
| – | – | ﹤0.01% | 198 |
|
|
2018
Q1 | $5K | Hold |
306
| – | – | ﹤0.01% | 215 |
|
|
2017
Q4 | $5K | Hold |
306
| – | – | ﹤0.01% | 178 |
|
|
2017
Q3 | $5K | Hold |
306
| – | – | ﹤0.01% | 179 |
|
|
2017
Q2 | $4K | Buy |
+306
| New | +$4.86K | ﹤0.01% | 206 |
|
|
2016
Q4 | – | Sell |
-3,078,339
| Closed | -$44.7M | – | 319 |
|
|
2016
Q3 | $44.7M | Buy |
3,078,339
+44,388
| +1% | +$642K | 23.2% | 1 |
|
|
2016
Q2 | $42.5M | Buy |
3,033,951
+1,839,276
| +154% | +$25.3M | 22.36% | 2 |
|
|
2016
Q1 | $16.2M | Buy |
1,194,675
+137,475
| +13% | +$1.73M | 8.37% | 3 |
|
|
2015
Q4 | $14.1M | Buy |
+1,057,200
| New | +$14.4M | 7.24% | 2 |
|
|
2014
Q3 | – | Sell |
-1,861,479
| Closed | -$25M | – | 268 |
|
|
2014
Q2 | $25M | Buy |
1,861,479
+12,285
| +0.7% | +$158K | 16.55% | 1 |
|
|
2014
Q1 | $23.8M | Buy |
+1,849,194
| New | +$23.3M | 16.36% | 1 |
|
Other funds holding SCHM
LWMT
FFA
FSAG
DAS
SIC
BSB
TSWM
CFMC
HWA
SIG