Greenwood Gearhart’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 | $460K | Sell |
16,396
-9,864
| -38% | -$277K | 0.03% | 86 |
|
|
2025
Q1 | $688K | Sell |
26,260
-12,281
| -32% | -$322K | 0.05% | 70 |
|
|
2024
Q4 | $1.07M | Buy |
38,541
+25,848
| +204% | +$716K | 0.07% | 67 |
|
|
2024
Q3 | $352K | Buy |
12,693
+498
| +4% | +$13.8K | 0.03% | 87 |
|
|
2024
Q2 | $316K | Sell |
12,195
-2,745
| -18% | -$71.2K | 0.03% | 87 |
|
|
2024
Q1 | $406K | Buy |
14,940
+474
| +3% | +$12.9K | 0.04% | 81 |
|
|
2023
Q4 | $363K | Sell |
14,466
-387
| -3% | -$9.72K | 0.04% | 79 |
|
|
2023
Q3 | $335K | Buy |
14,853
+510
| +4% | +$11.5K | 0.04% | 81 |
|
|
2023
Q2 | $340K | Buy |
14,343
+471
| +3% | +$11.2K | 0.04% | 80 |
|
|
2023
Q1 | $314K | Sell |
13,872
-1,140
| -8% | -$25.8K | 0.04% | 81 |
|
|
2022
Q4 | $328K | Buy |
15,012
+261
| +2% | +$5.71K | 0.05% | 82 |
|
|
2022
Q3 | $298K | Buy |
14,751
+1,506
| +11% | +$30.4K | 0.05% | 83 |
|
|
2022
Q2 | $277K | Buy |
13,245
+924
| +7% | +$19.3K | 0.04% | 81 |
|
|
2022
Q1 | $312K | Sell |
12,321
-477
| -4% | -$12.1K | 0.04% | 80 |
|
|
2021
Q4 | $343K | Sell |
12,798
-4,104
| -24% | -$110K | 0.05% | 81 |
|
|
2021
Q3 | $432K | Buy |
16,902
+5,553
| +49% | +$142K | 0.07% | 69 |
|
|
2021
Q2 | $296K | Buy |
11,349
+372
| +3% | +$9.7K | 0.05% | 74 |
|
|
2021
Q1 | $272K | Buy |
10,977
+813
| +8% | +$20.1K | 0.05% | 75 |
|
|
2020
Q4 | $231K | Buy |
+10,164
| New | +$231K | 0.05% | 76 |
|
|
2019
Q2 | – | Sell |
-12,075
| Closed | -$223K | – | 77 |
|
|
2019
Q1 | $223K | Buy |
+12,075
| New | +$223K | 0.07% | 69 |
|
|
2018
Q4 | – | Sell |
-12,063
| Closed | -$233K | – | 69 |
|
|
2018
Q3 | $233K | Buy |
12,063
+60
| +0.5% | +$1.16K | 0.07% | 66 |
|
|
2018
Q2 | $220K | Sell |
12,003
-3,279
| -21% | -$60.1K | 0.07% | 65 |
|
|
2018
Q1 | $269K | Buy |
15,282
+540
| +4% | +$9.51K | 0.08% | 64 |
|
|
2017
Q4 | $262K | Buy |
+14,742
| New | +$262K | 0.08% | 57 |
|