Cambridge Financial Group (Arizona)’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 | $2.79M | Buy |
99,563
+32,710
| +49% | +$918K | 1.05% | 24 |
|
|
2025
Q1 | $1.75M | Sell |
66,853
-1,382
| -2% | -$36.2K | 0.74% | 28 |
|
|
2024
Q4 | $1.89M | Sell |
68,235
-6,546
| -9% | -$181K | 0.81% | 29 |
|
|
2024
Q3 | $2.07M | Buy |
74,781
+579
| +0.8% | +$16K | 0.86% | 28 |
|
|
2024
Q2 | $1.93M | Buy |
74,202
+750
| +1% | +$19.5K | 0.88% | 28 |
|
|
2024
Q1 | $1.99M | Buy |
73,452
+20,754
| +39% | +$563K | 0.95% | 26 |
|
|
2023
Q4 | $1.32M | Buy |
+52,698
| New | +$1.32M | 0.69% | 34 |
|