Horrell Capital 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
$10.1K Hold
360
﹤0.01% 146
2025
Q1
$9.43K Hold
360
﹤0.01% 147
2024
Q4
$10K Buy
+360
New +$10K ﹤0.01% 170
2024
Q3
Sell
-360
Closed -$9K 221
2024
Q2
$9K Hold
360
﹤0.01% 173
2024
Q1
$10K Hold
360
﹤0.01% 178
2023
Q4
$9K Hold
360
﹤0.01% 174
2023
Q3
$8K Hold
360
﹤0.01% 171
2023
Q2
$9K Hold
360
﹤0.01% 168
2023
Q1
$8K Hold
360
﹤0.01% 174
2022
Q4
$8K Hold
360
﹤0.01% 174
2022
Q3
$7K Hold
360
﹤0.01% 170
2022
Q2
$8K Hold
360
﹤0.01% 166
2022
Q1
$9K Hold
360
﹤0.01% 166
2021
Q4
$10K Hold
360
﹤0.01% 163
2021
Q3
$9K Hold
360
﹤0.01% 161
2021
Q2
$9K Hold
360
﹤0.01% 163
2021
Q1
$9K Hold
360
﹤0.01% 165
2020
Q4
$8K Hold
360
﹤0.01% 154
2020
Q3
$7K Hold
360
﹤0.01% 148
2020
Q2
$6K Hold
360
﹤0.01% 149
2020
Q1
$5K Hold
360
﹤0.01% 153
2019
Q4
$7K Hold
360
﹤0.01% 151
2019
Q3
$7K Hold
360
﹤0.01% 156
2019
Q2
$7K Hold
360
﹤0.01% 155
2019
Q1
$7K Hold
360
﹤0.01% 155
2018
Q4
$6K Hold
360
﹤0.01% 159
2018
Q3
$7K Hold
360
﹤0.01% 155
2018
Q2
$7K Hold
360
﹤0.01% 155
2018
Q1
$6K Hold
360
﹤0.01% 153
2017
Q4
$6K Hold
360
﹤0.01% 153
2017
Q3
$6K Sell
360
-129
-26% -$2.15K ﹤0.01% 149
2017
Q2
$8K Hold
489
﹤0.01% 143
2017
Q1
$8K Sell
489
-834
-63% -$13.6K 0.01% 141
2016
Q4
$20K Buy
1,323
+852
+181% +$12.9K 0.01% 122
2016
Q3
$7K Hold
471
﹤0.01% 138
2016
Q2
$7K Hold
471
﹤0.01% 150
2016
Q1
$6K Sell
471
-4,572
-91% -$58.2K ﹤0.01% 151
2015
Q4
$10K Buy
5,043
+4,518
+861% +$8.96K 0.01% 129
2015
Q3
$6K Buy
525
+396
+307% +$4.53K ﹤0.01% 165
2015
Q2
$2K Hold
129
﹤0.01% 207
2015
Q1
$2K Hold
129
﹤0.01% 310
2014
Q4
$2K Sell
129
-12
-9% -$186 ﹤0.01% 313
2014
Q3
$2K Hold
141
﹤0.01% 306
2014
Q2
$2K Buy
+141
New +$2K ﹤0.01% 309