HB Wealth Management’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 | $9.14M | Sell |
325,882
-8,991
| -3% | -$252K | 0.07% | 147 |
|
|
2025
Q1 | $8.77M | Buy |
334,873
+2,240
| +0.7% | +$58.7K | 0.07% | 146 |
|
|
2024
Q4 | $9.22M | Buy |
332,633
+692
| +0.2% | +$19.2K | 0.09% | 100 |
|
|
2024
Q3 | $9.19M | Buy |
331,941
+132
| +0% | +$3.66K | 0.1% | 100 |
|
|
2024
Q2 | $8.61M | Sell |
331,809
-141
| -0% | -$3.66K | 0.1% | 96 |
|
|
2024
Q1 | $9.01M | Buy |
331,950
+6
| +0% | +$163 | 0.11% | 92 |
|
|
2023
Q4 | $8.33M | Sell |
331,944
-741
| -0.2% | -$18.6K | 0.12% | 91 |
|
|
2023
Q3 | $7.51M | Buy |
332,685
+372
| +0.1% | +$8.39K | 0.12% | 90 |
|
|
2023
Q2 | $7.87M | Sell |
332,313
-1,998
| -0.6% | -$47.3K | 0.13% | 88 |
|
|
2023
Q1 | $7.56M | Sell |
334,311
-15,795
| -5% | -$357K | 0.13% | 83 |
|
|
2022
Q4 | $7.66M | Sell |
350,106
-32,745
| -9% | -$716K | 0.14% | 79 |
|
|
2022
Q3 | $7.73M | Sell |
382,851
-2,496
| -0.6% | -$50.4K | 0.16% | 66 |
|
|
2022
Q2 | $8.06M | Buy |
385,347
+249,108
| +183% | +$5.21M | 0.17% | 66 |
|
|
2022
Q1 | $3.45M | Buy |
136,239
+4,299
| +3% | +$109K | 0.06% | 134 |
|
|
2021
Q4 | $3.54M | Buy |
+131,940
| New | +$3.54M | 0.07% | 110 |
|