HCM
Hengehold Capital Management’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 | – | Sell |
-7,849
| Closed | -$206K | – | 215 |
|
|
2025
Q1 | $206K | Sell |
7,849
-649
| -8% | -$17K | 0.02% | 196 |
|
|
2024
Q4 | $235K | Buy |
8,498
+5,851
| +221% | +$162K | 0.02% | 187 |
|
|
2024
Q3 | $220K | Sell |
2,647
-308
| -10% | -$25.6K | 0.02% | 190 |
|
|
2024
Q2 | $230K | Sell |
2,955
-5
| -0.2% | -$389 | 0.02% | 172 |
|
|
2024
Q1 | $241K | Sell |
2,960
-7
| -0.2% | -$570 | 0.03% | 166 |
|
|
2023
Q4 | $223K | Buy |
2,967
+2
| +0.1% | +$151 | 0.03% | 161 |
|
|
2023
Q3 | $201K | Buy |
2,965
+3
| +0.1% | +$203 | 0.03% | 161 |
|
|
2023
Q2 | $210K | Sell |
2,962
-4
| -0.1% | -$284 | 0.03% | 159 |
|
|
2023
Q1 | $201K | Buy |
+2,966
| New | +$201K | 0.03% | 162 |
|