FSA Advisors’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 | – | Sell |
-9,206
| Closed | -$241K | – | 196 |
|
|
2025
Q1 | $241K | Buy |
+9,206
| New | +$241K | 0.19% | 152 |
|
|
2024
Q4 | – | Sell |
-8,040
| Closed | -$222K | – | 166 |
|
|
2024
Q3 | $222K | Sell |
8,040
-111
| -1% | -$3.06K | 0.22% | 128 |
|
|
2024
Q2 | $212K | Buy |
8,151
+93
| +1% | +$2.42K | 0.22% | 124 |
|
|
2024
Q1 | $219K | Sell |
8,058
-834
| -9% | -$22.6K | 0.23% | 123 |
|
|
2023
Q4 | $223K | Buy |
+8,892
| New | +$223K | 0.28% | 106 |
|