Fortitude Advisory Group’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 | $888K | Buy |
31,655
+1,692
| +6% | +$47.5K | 0.51% | 39 |
|
|
2025
Q1 | $728K | Buy |
29,963
+127
| +0.4% | +$3.09K | 0.52% | 38 |
|
|
2024
Q4 | $827K | Buy |
29,836
+370
| +1% | +$10.3K | 0.5% | 39 |
|
|
2024
Q3 | $816K | Buy |
29,466
+462
| +2% | +$12.8K | 0.51% | 34 |
|
|
2024
Q2 | $752K | Buy |
29,004
+1,221
| +4% | +$31.7K | 0.45% | 38 |
|
|
2024
Q1 | $754K | Buy |
27,783
+969
| +4% | +$26.3K | 0.43% | 47 |
|
|
2023
Q4 | $673K | Sell |
26,814
-312
| -1% | -$7.83K | 0.41% | 49 |
|
|
2023
Q3 | $612K | Sell |
27,126
-4,071
| -13% | -$91.8K | 0.41% | 52 |
|
|
2023
Q2 | $739K | Sell |
31,197
-3,978
| -11% | -$94.2K | 0.54% | 41 |
|
|
2023
Q1 | $796K | Sell |
35,175
-4,962
| -12% | -$112K | 0.62% | 35 |
|
|
2022
Q4 | $878K | Buy |
40,137
+576
| +1% | +$12.6K | 0.75% | 26 |
|
|
2022
Q3 | $798K | Sell |
39,561
-303
| -0.8% | -$6.11K | 0.76% | 26 |
|
|
2022
Q2 | $834K | Sell |
39,864
-852
| -2% | -$17.8K | 0.76% | 26 |
|
|
2022
Q1 | $1.03M | Buy |
40,716
+981
| +2% | +$24.8K | 0.55% | 24 |
|
|
2021
Q4 | $1.07M | Buy |
+39,735
| New | +$1.07M | 0.54% | 27 |
|