G
Gainplan’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 | – | Sell |
-11,777
| Closed | -$309K | – | 59 |
|
|
2025
Q1 | $309K | Buy |
11,777
+2,540
| +27% | +$66.5K | 0.2% | 36 |
|
|
2024
Q4 | $256K | Buy |
9,237
+6,126
| +197% | +$170K | 0.1% | 40 |
|
|
2024
Q3 | $242K | Hold |
3,111
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $242K | Sell |
3,111
-79
| -2% | -$6.15K | 0.12% | 44 |
|
|
2024
Q1 | $260K | Sell |
3,190
-85
| -3% | -$6.92K | 0.13% | 52 |
|
|
2023
Q4 | $247K | Sell |
3,275
-112
| -3% | -$8.44K | 0.13% | 39 |
|
|
2023
Q3 | $229K | Sell |
3,387
-159
| -4% | -$10.8K | 0.32% | 36 |
|
|
2023
Q2 | $252K | Sell |
3,546
-84
| -2% | -$5.97K | 0.14% | 37 |
|
|
2023
Q1 | $246K | Sell |
3,630
-267
| -7% | -$18.1K | 0.16% | 30 |
|
|
2022
Q4 | $256K | Sell |
3,897
-117
| -3% | -$7.68K | 0.61% | 30 |
|
|
2022
Q3 | $243K | Sell |
4,014
-241
| -6% | -$14.6K | 0.25% | 22 |
|
|
2022
Q2 | $267K | Sell |
4,255
-160
| -4% | -$10K | 0.18% | 30 |
|
|
2022
Q1 | $335K | Sell |
4,415
-1,070
| -20% | -$81.2K | 0.26% | 29 |
|
|
2021
Q4 | $441K | Sell |
5,485
-348
| -6% | -$28K | 0.19% | 31 |
|
|
2021
Q3 | $446K | Sell |
5,833
-121
| -2% | -$9.25K | 0.2% | 31 |
|
|
2021
Q2 | $462K | Sell |
5,954
-300
| -5% | -$23.3K | 0.18% | 44 |
|
|
2021
Q1 | $466K | Sell |
6,254
-340
| -5% | -$25.3K | 0.21% | 35 |
|
|
2020
Q4 | $450K | Sell |
6,594
-450
| -6% | -$30.7K | 0.24% | 30 |
|
|
2020
Q3 | $391K | Sell |
7,044
-315
| -4% | -$17.5K | 0.57% | 22 |
|
|
2020
Q2 | $387K | Sell |
7,359
-746
| -9% | -$39.2K | 0.25% | 28 |
|
|
2020
Q1 | $342K | Sell |
8,105
-11,421
| -58% | -$482K | 0.38% | 19 |
|
|
2019
Q4 | $1.18M | Sell |
19,526
-8,691
| -31% | -$523K | 0.62% | 15 |
|
|
2019
Q3 | $1.6M | Buy |
28,217
+9,992
| +55% | +$565K | 0.96% | 9 |
|
|
2019
Q2 | $1.04M | Buy |
18,225
+11,815
| +184% | +$674K | 0.63% | 8 |
|
|
2019
Q1 | $355K | Buy |
+6,410
| New | +$355K | 0.4% | 13 |
|