Genesee Capital 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 | $379K | Buy |
13,506
+49
| +0.4% | +$1.37K | 0.17% | 87 |
|
|
2025
Q1 | $353K | Buy |
13,457
+40
| +0.3% | +$1.05K | 0.18% | 91 |
|
|
2024
Q4 | $372K | Buy |
+13,417
| New | +$372K | 0.17% | 88 |
|
|
2019
Q2 | – | Sell |
-38,505
| Closed | -$711K | – | 101 |
|
|
2019
Q1 | $711K | Sell |
38,505
-549
| -1% | -$10.1K | 0.86% | 35 |
|
|
2018
Q4 | $624K | Buy |
+39,054
| New | +$624K | 1.02% | 29 |
|