First Pacific Financial’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 | $1.14M | Sell |
40,592
-137
| -0.3% | -$3.84K | 0.17% | 72 |
|
|
2025
Q1 | $1.07M | Buy |
40,729
+3,170
| +8% | +$83.1K | 0.22% | 44 |
|
|
2024
Q4 | $1.04M | Sell |
37,559
-9,760
| -21% | -$270K | 0.24% | 61 |
|
|
2024
Q3 | $1.31M | Sell |
47,319
-2,094
| -4% | -$58K | 0.31% | 44 |
|
|
2024
Q2 | $1.28M | Sell |
49,413
-1,251
| -2% | -$32.5K | 0.33% | 35 |
|
|
2024
Q1 | $1.38M | Sell |
50,664
-19,575
| -28% | -$531K | 0.38% | 27 |
|
|
2023
Q4 | $1.76M | Sell |
70,239
-4,860
| -6% | -$122K | 0.54% | 26 |
|
|
2023
Q3 | $1.69M | Sell |
75,099
-1,017
| -1% | -$22.9K | 0.76% | 17 |
|
|
2023
Q2 | $1.8M | Sell |
76,116
-939
| -1% | -$22.2K | 0.76% | 17 |
|
|
2023
Q1 | $1.74M | Sell |
77,055
-6,624
| -8% | -$150K | 0.81% | 18 |
|
|
2022
Q4 | $1.83M | Sell |
83,679
-732
| -0.9% | -$16K | 0.9% | 17 |
|
|
2022
Q3 | $1.7M | Sell |
84,411
-144
| -0.2% | -$2.91K | 0.98% | 14 |
|
|
2022
Q2 | $1.77M | Buy |
84,555
+63,138
| +295% | +$1.32M | 0.83% | 20 |
|
|
2022
Q1 | $542K | Buy |
+21,417
| New | +$542K | 0.28% | 75 |
|