Focus Partners Wealth’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 | $17.1M | Sell |
610,602
-30,121
| -5% | -$845K | 0.04% | 390 |
|
|
2025
Q1 | $16.8M | Buy |
640,723
+344
| +0.1% | +$9.01K | 0.04% | 363 |
|
|
2024
Q4 | $17.7M | Buy |
640,379
+13,628
| +2% | +$378K | 0.05% | 340 |
|
|
2024
Q3 | $17.4M | Buy |
626,751
+495,753
| +378% | +$13.7M | 0.06% | 305 |
|
|
2024
Q2 | $3.4M | Buy |
130,998
+110,613
| +543% | +$2.87M | 0.01% | 566 |
|
|
2024
Q1 | $553K | Sell |
20,385
-4,887
| -19% | -$133K | ﹤0.01% | 709 |
|
|
2023
Q4 | $634K | Buy |
+25,272
| New | +$634K | 0.01% | 537 |
|