Hamilton Capital’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 | $399K | Sell |
14,213
-397
| -3% | -$11.1K | 0.02% | 80 |
|
|
2025
Q1 | $383K | Hold |
14,610
| – | – | 0.02% | 79 |
|
|
2024
Q4 | $405K | Sell |
14,610
-29,220
| -67% | -$810K | 0.03% | 68 |
|
|
2024
Q3 | $402K | Buy |
43,830
+29,220
| +200% | +$268K | 0.03% | 68 |
|
|
2024
Q2 | $379K | Sell |
14,610
-108
| -0.7% | -$2.8K | 0.03% | 66 |
|
|
2024
Q1 | $399K | Sell |
14,718
-1,380
| -9% | -$37.5K | 0.03% | 78 |
|
|
2023
Q4 | $404K | Buy |
+16,098
| New | +$404K | 0.03% | 68 |
|