Ifrah Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ifrah Financial Services’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Sell	43,961 -862	-2%	-$27.4K	0.36%	55
2025 Q4	$1.35M	Buy	44,823 +18	+0%	+$537	0.35%	53
2025 Q3	$1.33M	Sell	44,805 -1,356	-3%	-$39.5K	0.34%	56
2025 Q2	$1.29M	Sell	46,161 -605	-1%	-$16K	0.35%	57
2025 Q1	$1.23M	Sell	46,766 -924	-2%	-$25.7K	0.35%	53
2024 Q4	$1.32M	Sell	47,690 -4,078	-8%	-$116K	0.37%	57
2024 Q3	$1.43M	Buy	51,768 +240	+0.5%	+$6.38K	0.39%	56
2024 Q2	$1.34M	Buy	51,528 +393	+0.8%	+$10.3K	0.38%	59
2024 Q1	$1.39M	Buy	51,135 +1,596	+3%	+$40.7K	0.39%	56
2023 Q4	$1.24M	Sell	49,539 -540	-1%	-$12.4K	0.36%	56
2023 Q3	$1.13M	Sell	50,079 -357	-0.7%	-$8.46K	0.35%	58
2023 Q2	$1.19M	Buy	50,436 +1,146	+2%	+$25.8K	0.36%	57
2023 Q1	$1.11M	Buy	49,290 +576	+1%	+$13.3K	0.35%	58
2022 Q4	$1.07M	Buy	48,714 +486	+1%	+$10.7K	0.35%	56
2022 Q3	$973K	Buy	48,228 +453	+0.9%	+$10.1K	0.33%	60
2022 Q2	$999K	Sell	47,775 -474	-1%	-$10.9K	0.32%	63
2022 Q1	$1.22M	Sell	48,249 -1,821	-4%	-$45.6K	0.34%	59
2021 Q4	$1.34M	Sell	50,070 -222	-0.4%	-$5.92K	0.36%	62
2021 Q3	$1.28M	Buy	50,292 +705	+1%	+$18.4K	0.37%	57
2021 Q2	$1.29M	Sell	49,587 -318	-0.6%	-$8.21K	0.37%	55
2021 Q1	$1.24M	Sell	49,905 -4,032	-7%	-$97.8K	0.37%	57
2020 Q4	$1.23M	Sell	53,937 -1,542	-3%	-$32.2K	0.39%	54
2020 Q3	$1.03M	Sell	55,479 -3,510	-6%	-$65K	0.37%	58
2020 Q2	$1.03M	Buy	58,989 +3,534	+6%	+$57.6K	0.38%	57
2020 Q1	$779K	Sell	55,455 -303	-0.5%	-$5.55K	0.33%	63
2019 Q4	$1.12M	Buy	55,758 +165	+0.3%	+$3.19K	0.39%	53
2019 Q3	$1.05M	Buy	55,593 +2,637	+5%	+$49.8K	0.38%	57
2019 Q2	$1.01M	Sell	52,956 -582	-1%	-$10.9K	0.37%	63
2019 Q1	$988K	Buy	53,538 +609	+1%	+$10.9K	0.38%	60
2018 Q4	$846K	Buy	52,929 +1,464	+3%	+$25.6K	0.36%	62
2018 Q3	$992K	Buy	51,465 +2,073	+4%	+$39.5K	0.35%	59
2018 Q2	$904K	Sell	49,392 -1,719	-3%	-$31.1K	0.33%	62
2018 Q1	$901K	Buy	51,111 +2,994	+6%	+$53.8K	0.33%	65
2017 Q4	$854K	Buy	48,117 +987	+2%	+$17K	0.31%	66
2017 Q3	$787K	Buy	47,130 +4,839	+11%	+$78.7K	0.3%	64
2017 Q2	$679K	Buy	42,291 +390	+0.9%	+$6.2K	0.27%	72
2017 Q1	$661K	Sell	41,901 -2,178	-5%	-$33.9K	0.27%	74
2016 Q4	$663K	Buy	44,079 +3,369	+8%	+$49.3K	0.27%	74
2016 Q3	$591K	Buy	40,710 +1,347	+3%	+$19.5K	0.24%	74
2016 Q2	$551K	Sell	39,363 -369	-0.9%	-$5.09K	0.22%	78
2016 Q1	$538K	Sell	39,732 -2,136	-5%	-$27K	0.21%	85
2015 Q4	$559K	Sell	41,868 -1,518	-3%	-$20.6K	0.22%	88
2015 Q3	$563K	Sell	43,386 -780	-2%	-$10.8K	0.23%	84
2015 Q2	$628K	Sell	44,166 -9,618	-18%	-$139K	0.23%	83
2015 Q1	$774K	Sell	53,784 -201	-0.4%	-$2.8K	0.29%	65
2014 Q4	$732K	Sell	53,985 -2,904	-5%	-$38.3K	0.29%	71
2014 Q3	$734K	Sell	56,889 -2,703	-5%	-$35.8K	0.28%	70
2014 Q2	$799K	Sell	59,592 -8,580	-13%	-$111K	0.3%	73
2014 Q1	$877K	Sell	68,172 -942	-1%	-$11.9K	0.34%	60
2013 Q4	$863K	Buy	69,114 +153	+0.2%	+$1.84K	0.35%	61
2013 Q3	$796K	Sell	68,961 -1,839	-3%	-$20.7K	0.39%	52
2013 Q2	$754K	Buy	+70,800	New	+$755K	0.38%	54