IA
IFP Advisors’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 | $22M | Buy |
784,723
+12,871
| +2% | +$361K | 0.63% | 25 |
|
|
2025
Q1 | $20.2M | Buy |
771,852
+2,144
| +0.3% | +$56.2K | 0.62% | 24 |
|
|
2024
Q4 | $21.3M | Buy |
769,708
+516,329
| +204% | +$14.3M | 0.7% | 20 |
|
|
2024
Q3 | $21.1M | Buy |
253,379
+3,015
| +1% | +$251K | 0.76% | 18 |
|
|
2024
Q2 | $19.5M | Buy |
250,364
+1,818
| +0.7% | +$141K | 0.77% | 22 |
|
|
2024
Q1 | $20.2M | Sell |
248,546
-8,524
| -3% | -$694K | 0.89% | 16 |
|
|
2023
Q4 | $19.4M | Buy |
257,070
+10,883
| +4% | +$820K | 0.91% | 14 |
|
|
2023
Q3 | $16.7M | Buy |
246,187
+6,998
| +3% | +$474K | 0.75% | 23 |
|
|
2023
Q2 | $17M | Buy |
239,189
+3,137
| +1% | +$223K | 0.71% | 24 |
|
|
2023
Q1 | $13M | Buy |
236,052
+1,333
| +0.6% | +$73.3K | 0.57% | 30 |
|
|
2022
Q4 | $13.1M | Buy |
234,719
+12,633
| +6% | +$703K | 0.35% | 50 |
|
|
2022
Q3 | $12.4M | Buy |
222,086
+19,025
| +9% | +$1.06M | 0.32% | 54 |
|
|
2022
Q2 | $11.3M | Hold |
203,061
| – | – | 0.36% | 55 |
|
|
2022
Q1 | $11.3M | Buy |
203,061
+29,208
| +17% | +$1.63M | 0.36% | 55 |
|
|
2021
Q4 | $14.1M | Buy |
173,853
+5,444
| +3% | +$440K | 0.27% | 36 |
|
|
2021
Q3 | $13M | Buy |
168,409
+7,885
| +5% | +$610K | 0.26% | 41 |
|
|
2021
Q2 | $12.6M | Buy |
160,524
+6,769
| +4% | +$530K | 0.26% | 39 |
|
|
2021
Q1 | $11.4M | Sell |
153,755
-8,426
| -5% | -$625K | 0.22% | 39 |
|
|
2020
Q4 | $11M | Buy |
162,181
+677
| +0.4% | +$46K | 0.45% | 33 |
|
|
2020
Q3 | $8.93M | Buy |
161,504
+85
| +0.1% | +$4.7K | 0.53% | 35 |
|
|
2020
Q2 | $8.39M | Sell |
161,419
-38,022
| -19% | -$1.98M | 0.66% | 25 |
|
|
2020
Q1 | $8.62M | Buy |
199,441
+1,824
| +0.9% | +$78.9K | 0.87% | 16 |
|
|
2019
Q4 | $11.9M | Buy |
197,617
+18,853
| +11% | +$1.13M | 0.89% | 16 |
|
|
2019
Q3 | $10.1M | Buy |
+178,764
| New | +$10.1M | 0.67% | 18 |
|
|
2019
Q1 | $162K | Sell |
2,911
-86,526
| -97% | -$4.82M | 0.02% | 527 |
|
|
2018
Q4 | $4.24M | Sell |
89,437
-12,719
| -12% | -$604K | 0.26% | 86 |
|
|
2018
Q3 | $5.91M | Buy |
102,156
+20,452
| +25% | +$1.18M | 0.24% | 90 |
|
|
2018
Q2 | $4.49M | Buy |
81,704
+25,597
| +46% | +$1.41M | 0.19% | 123 |
|
|
2018
Q1 | $2.99M | Hold |
56,107
| – | – | 0.14% | 174 |
|
|
2017
Q4 | $2.99M | Buy |
56,107
+6,909
| +14% | +$368K | 0.14% | 172 |
|
|
2017
Q3 | $2.47M | Buy |
49,198
+884
| +2% | +$44.3K | 0.1% | 224 |
|
|
2017
Q2 | $2.33M | Buy |
48,314
+5,147
| +12% | +$248K | 0.1% | 228 |
|
|
2017
Q1 | $2.04M | Buy |
43,167
+6,314
| +17% | +$299K | 0.09% | 245 |
|
|
2016
Q4 | $1.66M | Buy |
36,853
+7,582
| +26% | +$342K | 0.08% | 272 |
|
|
2016
Q3 | $1.27M | Buy |
29,271
+430
| +1% | +$18.7K | 0.07% | 308 |
|
|
2016
Q2 | $1.21M | Buy |
28,841
+25,930
| +891% | +$1.09M | 0.07% | 315 |
|
|
2016
Q1 | $162K | Sell |
2,911
-22,384
| -88% | -$1.25M | 0.02% | 527 |
|
|
2015
Q4 | $1.01M | Buy |
+25,295
| New | +$1.01M | 0.07% | 308 |
|