Gainplan’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $249K | Buy |
+6,746
| New | +$232K | 0.1% | 52 |
|
|
2025
Q2 | – | Sell |
-11,777
| Closed | -$309K | – | 60 |
|
|
2025
Q1 | $309K | Buy |
11,777
+2,540
| +27% | +$70.7K | 0.2% | 37 |
|
|
2024
Q4 | $256K | Sell |
9,237
-96
| -1% | -$2.73K | 0.1% | 40 |
|
|
2024
Q3 | $242K | Hold |
9,333
| – | – | 0.11% | 45 |
|
|
2024
Q2 | $242K | Sell |
9,333
-237
| -2% | -$6.2K | 0.12% | 44 |
|
|
2024
Q1 | $260K | Sell |
9,570
-255
| -3% | -$6.5K | 0.13% | 52 |
|
|
2023
Q4 | $247K | Sell |
9,825
-336
| -3% | -$7.7K | 0.13% | 39 |
|
|
2023
Q3 | $229K | Sell |
10,161
-477
| -4% | -$11.3K | 0.32% | 36 |
|
|
2023
Q2 | $252K | Sell |
10,638
-252
| -2% | -$5.68K | 0.14% | 37 |
|
|
2023
Q1 | $246K | Sell |
10,890
-801
| -7% | -$18.4K | 0.16% | 30 |
|
|
2022
Q4 | $256K | Sell |
11,691
-351
| -3% | -$7.69K | 0.61% | 30 |
|
|
2022
Q3 | $243K | Sell |
12,042
-723
| -6% | -$16.1K | 0.25% | 22 |
|
|
2022
Q2 | $267K | Sell |
12,765
-480
| -4% | -$11.1K | 0.18% | 30 |
|
|
2022
Q1 | $335K | Sell |
13,245
-3,210
| -20% | -$80.5K | 0.26% | 29 |
|
|
2021
Q4 | $441K | Sell |
16,455
-1,044
| -6% | -$27.8K | 0.19% | 31 |
|
|
2021
Q3 | $446K | Sell |
17,499
-363
| -2% | -$9.48K | 0.2% | 31 |
|
|
2021
Q2 | $462K | Sell |
17,862
-900
| -5% | -$23.2K | 0.18% | 44 |
|
|
2021
Q1 | $466K | Sell |
18,762
-1,020
| -5% | -$24.7K | 0.21% | 35 |
|
|
2020
Q4 | $450K | Sell |
19,782
-1,350
| -6% | -$28.2K | 0.24% | 30 |
|
|
2020
Q3 | $391K | Sell |
21,132
-945
| -4% | -$17.5K | 0.57% | 22 |
|
|
2020
Q2 | $387K | Sell |
22,077
-2,238
| -9% | -$36.5K | 0.25% | 28 |
|
|
2020
Q1 | $342K | Sell |
24,315
-34,263
| -58% | -$627K | 0.38% | 19 |
|
|
2019
Q4 | $1.18M | Sell |
58,578
-26,073
| -31% | -$505K | 0.62% | 15 |
|
|
2019
Q3 | $1.59M | Buy |
84,651
+29,976
| +55% | +$566K | 0.96% | 9 |
|
|
2019
Q2 | $1.04M | Buy |
54,675
+35,445
| +184% | +$663K | 0.63% | 8 |
|
|
2019
Q1 | $355K | Buy |
+19,230
| New | +$344K | 0.4% | 13 |
|
Other funds holding SCHM
LWMT
FFA
FSAG
DAS
GAM
SIC
BSB
TSWM
CFMC