Focus Partners Advisor Solutions’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 | $954K | Buy |
34,022
+850
| +3% | +$23.8K | 0.01% | 457 |
|
|
2025
Q1 | $869K | Sell |
33,172
-31
| -0.1% | -$812 | 0.01% | 419 |
|
|
2024
Q4 | $920K | Buy |
33,203
+3,404
| +11% | +$94.3K | 0.02% | 350 |
|
|
2024
Q3 | $825K | Buy |
29,799
+4,683
| +19% | +$130K | 0.02% | 322 |
|
|
2024
Q2 | $652K | Buy |
25,116
+5,472
| +28% | +$142K | 0.02% | 318 |
|
|
2024
Q1 | $533K | Buy |
19,644
+2,184
| +13% | +$59.3K | 0.02% | 348 |
|
|
2023
Q4 | $438K | Buy |
17,460
+1,956
| +13% | +$49.1K | 0.02% | 271 |
|
|
2023
Q3 | $350K | Buy |
15,504
+831
| +6% | +$18.7K | 0.02% | 323 |
|
|
2023
Q2 | $347K | Sell |
14,673
-1,131
| -7% | -$26.8K | 0.02% | 273 |
|
|
2023
Q1 | $358K | Sell |
15,804
-21,549
| -58% | -$487K | 0.02% | 248 |
|
|
2022
Q4 | $817K | Buy |
37,353
+21,549
| +136% | +$471K | 0.06% | 143 |
|
|
2022
Q3 | $319K | Buy |
+15,804
| New | +$319K | 0.02% | 293 |
|