Fingerlakes Wealth Management’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 | $333K | Buy |
11,879
+43
| +0.4% | +$1.21K | 0.25% | 76 |
|
|
2025
Q1 | $310K | Sell |
11,836
-1,627
| -12% | -$42.6K | 0.26% | 73 |
|
|
2024
Q4 | $373K | Buy |
13,463
+32
| +0.2% | +$887 | 0.3% | 67 |
|
|
2024
Q3 | $372K | Buy |
13,431
+24
| +0.2% | +$665 | 0.31% | 67 |
|
|
2024
Q2 | $348K | Sell |
13,407
-90
| -0.7% | -$2.34K | 0.31% | 65 |
|
|
2024
Q1 | $366K | Buy |
13,497
+45
| +0.3% | +$1.22K | 0.35% | 64 |
|
|
2023
Q4 | $338K | Sell |
13,452
-612
| -4% | -$15.4K | 0.36% | 64 |
|
|
2023
Q3 | $317K | Sell |
14,064
-2,358
| -14% | -$53.2K | 0.39% | 63 |
|
|
2023
Q2 | $389K | Sell |
16,422
-456
| -3% | -$10.8K | 0.45% | 61 |
|
|
2023
Q1 | $382K | Buy |
16,878
+24
| +0.1% | +$543 | 0.48% | 62 |
|
|
2022
Q4 | $369K | Buy |
16,854
+42
| +0.2% | +$918 | 0.51% | 62 |
|
|
2022
Q3 | $339K | Sell |
16,812
-213
| -1% | -$4.3K | 0.49% | 63 |
|
|
2022
Q2 | $356K | Sell |
17,025
-312
| -2% | -$6.52K | 0.49% | 64 |
|
|
2022
Q1 | $438K | Buy |
17,337
+1,986
| +13% | +$50.2K | 0.51% | 59 |
|
|
2021
Q4 | $410K | Buy |
+15,351
| New | +$410K | 0.46% | 60 |
|