Fisher Asset 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
Q1 | – | Sell |
-17,911
| Closed | -$496K | – | 1058 |
|
|
2024
Q4 | $496K | Buy |
+17,911
| New | +$496K | ﹤0.01% | 777 |
|
|
2024
Q2 | – | Sell |
-11,010
| Closed | -$299K | – | 1046 |
|
|
2024
Q1 | $299K | Buy |
+11,010
| New | +$299K | ﹤0.01% | 864 |
|
|
2022
Q1 | – | Sell |
-9,450
| Closed | -$253K | – | 1001 |
|
|
2021
Q4 | $253K | Buy |
+9,450
| New | +$253K | ﹤0.01% | 876 |
|