Fort Point Capital Partners’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 | $2.54M | Buy |
90,723
+18,699
| +26% | +$525K | 0.18% | 72 |
|
|
2025
Q1 | $1.89M | Sell |
72,024
-52,794
| -42% | -$1.38M | 0.21% | 81 |
|
|
2024
Q4 | $3.46M | Buy |
124,818
+99,048
| +384% | +$2.74M | 0.38% | 50 |
|
|
2024
Q3 | $714K | Sell |
25,770
-1,824
| -7% | -$50.5K | 0.09% | 143 |
|
|
2024
Q2 | $716K | Sell |
27,594
-192
| -0.7% | -$4.98K | 0.09% | 154 |
|
|
2024
Q1 | $754K | Sell |
27,786
-195
| -0.7% | -$5.29K | 0.1% | 141 |
|
|
2023
Q4 | $703K | Buy |
27,981
+11,436
| +69% | +$287K | 0.1% | 130 |
|
|
2023
Q3 | $373K | Buy |
+16,545
| New | +$373K | 0.06% | 170 |
|