GB
Goepper Burkhardt’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 | $1.06M | Sell |
37,881
-3,500
| -8% | -$98.2K | 0.39% | 30 |
|
|
2025
Q1 | $1.08M | Sell |
41,381
-500
| -1% | -$13.1K | 0.43% | 31 |
|
|
2024
Q4 | $1.16M | Buy |
41,881
+26,591
| +174% | +$737K | 0.47% | 30 |
|
|
2024
Q3 | $1.27M | Buy |
15,290
+125
| +0.8% | +$10.4K | 0.52% | 29 |
|
|
2024
Q2 | $1.18M | Buy |
15,165
+100
| +0.7% | +$7.78K | 0.53% | 28 |
|
|
2024
Q1 | $1.2M | Buy |
15,065
+900
| +6% | +$71.8K | 0.56% | 27 |
|
|
2023
Q4 | $1.07M | Sell |
14,165
-310
| -2% | -$23.5K | 0.54% | 26 |
|
|
2023
Q3 | $980K | Sell |
14,475
-120
| -0.8% | -$8.12K | 0.6% | 25 |
|
|
2023
Q2 | $1.04M | Sell |
14,595
-200
| -1% | -$14.2K | 0.63% | 24 |
|
|
2023
Q1 | $1M | Buy |
14,795
+925
| +7% | +$62.8K | 0.66% | 24 |
|
|
2022
Q4 | $910K | Sell |
13,870
-1,350
| -9% | -$88.6K | 0.64% | 25 |
|
|
2022
Q3 | $921K | Sell |
15,220
-520
| -3% | -$31.5K | 0.68% | 22 |
|
|
2022
Q2 | $987K | Sell |
15,740
-25
| -0.2% | -$1.57K | 0.7% | 22 |
|
|
2022
Q1 | $1.2M | Sell |
15,765
-900
| -5% | -$68.3K | 0.73% | 20 |
|
|
2021
Q4 | $1.34M | Sell |
16,665
-365
| -2% | -$29.3K | 0.8% | 19 |
|
|
2021
Q3 | $1.31M | Sell |
17,030
-900
| -5% | -$69K | 0.83% | 19 |
|
|
2021
Q2 | $1.4M | Sell |
17,930
-5,000
| -22% | -$391K | 0.89% | 19 |
|
|
2021
Q1 | $1.71M | Sell |
22,930
-4,400
| -16% | -$328K | 1.16% | 15 |
|
|
2020
Q4 | $1.86M | Buy |
+27,330
| New | +$1.86M | 1.35% | 15 |
|