Hilltop Partners’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 | $923K | Sell |
32,918
-734
| -2% | -$20.6K | 0.28% | 52 |
|
|
2025
Q1 | $882K | Sell |
33,652
-929
| -3% | -$24.3K | 0.3% | 49 |
|
|
2024
Q4 | $958K | Sell |
34,581
-813
| -2% | -$22.5K | 0.33% | 48 |
|
|
2024
Q3 | $980K | Buy |
35,394
+264
| +0.8% | +$7.31K | 0.33% | 43 |
|
|
2024
Q2 | $911K | Sell |
35,130
-1,275
| -4% | -$33.1K | 0.34% | 46 |
|
|
2024
Q1 | $988K | Sell |
36,405
-4,908
| -12% | -$133K | 0.35% | 43 |
|
|
2023
Q4 | $1.04M | Sell |
41,313
-1,749
| -4% | -$43.9K | 0.41% | 36 |
|
|
2023
Q3 | $971K | Sell |
43,062
-3,972
| -8% | -$89.6K | 0.41% | 36 |
|
|
2023
Q2 | $1.11M | Sell |
47,034
-9,903
| -17% | -$234K | 0.46% | 28 |
|
|
2023
Q1 | $1.29M | Sell |
56,937
-22,362
| -28% | -$506K | 0.58% | 28 |
|
|
2022
Q4 | $1.73M | Buy |
+79,299
| New | +$1.73M | 0.93% | 18 |
|