Human Investing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,427
| Closed | -$219K | – | 103 |
|
|
2024
Q2 | $219K | Sell |
8,427
-336
| -4% | -$8.72K | 0.04% | 88 |
|
|
2024
Q1 | $238K | Sell |
8,763
-45
| -0.5% | -$1.22K | 0.05% | 83 |
|
|
2023
Q4 | $221K | Buy |
+8,808
| New | +$221K | 0.05% | 88 |
|
|
2023
Q3 | – | Sell |
-8,634
| Closed | -$204K | – | 102 |
|
|
2023
Q2 | $204K | Buy |
+8,634
| New | +$204K | 0.05% | 99 |
|
|
2022
Q3 | – | Sell |
-12,354
| Closed | -$258K | – | 120 |
|
|
2022
Q2 | $258K | Buy |
12,354
+3,096
| +33% | +$64.7K | 0.06% | 103 |
|
|
2022
Q1 | $234K | Buy |
+9,258
| New | +$234K | 0.05% | 108 |
|
|
2021
Q4 | – | Sell |
-8,895
| Closed | -$227K | – | 107 |
|
|
2021
Q3 | $227K | Buy |
8,895
+147
| +2% | +$3.75K | 0.05% | 108 |
|
|
2021
Q2 | $228K | Sell |
8,748
-23,115
| -73% | -$602K | 0.06% | 105 |
|
|
2021
Q1 | $791K | Sell |
31,863
-1,002
| -3% | -$24.9K | 0.2% | 92 |
|
|
2020
Q4 | $747K | Sell |
32,865
-1,560
| -5% | -$35.5K | 0.21% | 92 |
|
|
2020
Q3 | $637K | Sell |
34,425
-22,743
| -40% | -$421K | 0.21% | 89 |
|
|
2020
Q2 | $1M | Sell |
57,168
-11,706
| -17% | -$205K | 0.35% | 73 |
|
|
2020
Q1 | $968K | Buy |
68,874
+10,317
| +18% | +$145K | 0.42% | 63 |
|
|
2019
Q4 | $1.17M | Buy |
58,557
+3,897
| +7% | +$78.1K | 0.38% | 75 |
|
|
2019
Q3 | $1.03M | Buy |
54,660
+2,442
| +5% | +$46K | 0.36% | 78 |
|
|
2019
Q2 | $994K | Buy |
52,218
+7,599
| +17% | +$145K | 0.36% | 79 |
|
|
2019
Q1 | $824K | Buy |
44,619
+1,746
| +4% | +$32.2K | 0.31% | 82 |
|
|
2018
Q4 | $685K | Buy |
+42,873
| New | +$685K | 0.29% | 89 |
|