Ifrah Financial Services’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 | $1.29M | Sell |
46,161
-605
| -1% | -$17K | 0.35% | 57 |
|
|
2025
Q1 | $1.23M | Sell |
46,766
-924
| -2% | -$24.2K | 0.35% | 53 |
|
|
2024
Q4 | $1.32M | Sell |
47,690
-4,078
| -8% | -$113K | 0.37% | 57 |
|
|
2024
Q3 | $1.43M | Buy |
51,768
+240
| +0.5% | +$6.65K | 0.39% | 56 |
|
|
2024
Q2 | $1.34M | Buy |
51,528
+393
| +0.8% | +$10.2K | 0.38% | 59 |
|
|
2024
Q1 | $1.39M | Buy |
51,135
+1,596
| +3% | +$43.3K | 0.39% | 56 |
|
|
2023
Q4 | $1.24M | Sell |
49,539
-540
| -1% | -$13.6K | 0.36% | 56 |
|
|
2023
Q3 | $1.13M | Sell |
50,079
-357
| -0.7% | -$8.05K | 0.35% | 58 |
|
|
2023
Q2 | $1.19M | Buy |
50,436
+1,146
| +2% | +$27.1K | 0.36% | 57 |
|
|
2023
Q1 | $1.11M | Buy |
49,290
+576
| +1% | +$13K | 0.35% | 58 |
|
|
2022
Q4 | $1.07M | Buy |
48,714
+486
| +1% | +$10.6K | 0.35% | 56 |
|
|
2022
Q3 | $973K | Buy |
48,228
+453
| +0.9% | +$9.14K | 0.33% | 60 |
|
|
2022
Q2 | $999K | Sell |
47,775
-474
| -1% | -$9.91K | 0.32% | 63 |
|
|
2022
Q1 | $1.22M | Sell |
48,249
-1,821
| -4% | -$46K | 0.34% | 59 |
|
|
2021
Q4 | $1.34M | Sell |
50,070
-222
| -0.4% | -$5.95K | 0.36% | 62 |
|
|
2021
Q3 | $1.29M | Buy |
50,292
+705
| +1% | +$18K | 0.37% | 57 |
|
|
2021
Q2 | $1.29M | Sell |
49,587
-318
| -0.6% | -$8.3K | 0.37% | 55 |
|
|
2021
Q1 | $1.24M | Sell |
49,905
-4,032
| -7% | -$100K | 0.37% | 57 |
|
|
2020
Q4 | $1.23M | Sell |
53,937
-1,542
| -3% | -$35.1K | 0.39% | 54 |
|
|
2020
Q3 | $1.03M | Sell |
55,479
-3,510
| -6% | -$64.9K | 0.37% | 58 |
|
|
2020
Q2 | $1.04M | Buy |
58,989
+3,534
| +6% | +$62K | 0.38% | 57 |
|
|
2020
Q1 | $779K | Sell |
55,455
-303
| -0.5% | -$4.26K | 0.33% | 63 |
|
|
2019
Q4 | $1.12M | Buy |
55,758
+165
| +0.3% | +$3.31K | 0.39% | 53 |
|
|
2019
Q3 | $1.05M | Buy |
55,593
+2,637
| +5% | +$49.7K | 0.38% | 57 |
|
|
2019
Q2 | $1.01M | Sell |
52,956
-582
| -1% | -$11.1K | 0.37% | 63 |
|
|
2019
Q1 | $988K | Buy |
53,538
+609
| +1% | +$11.2K | 0.38% | 60 |
|
|
2018
Q4 | $846K | Buy |
52,929
+1,464
| +3% | +$23.4K | 0.36% | 62 |
|
|
2018
Q3 | $992K | Buy |
51,465
+2,073
| +4% | +$40K | 0.35% | 59 |
|
|
2018
Q2 | $904K | Sell |
49,392
-1,719
| -3% | -$31.5K | 0.33% | 62 |
|
|
2018
Q1 | $901K | Buy |
51,111
+2,994
| +6% | +$52.8K | 0.33% | 65 |
|
|
2017
Q4 | $854K | Buy |
48,117
+987
| +2% | +$17.5K | 0.31% | 66 |
|
|
2017
Q3 | $787K | Buy |
47,130
+4,839
| +11% | +$80.8K | 0.3% | 64 |
|
|
2017
Q2 | $679K | Buy |
42,291
+390
| +0.9% | +$6.26K | 0.27% | 72 |
|
|
2017
Q1 | $661K | Sell |
41,901
-2,178
| -5% | -$34.4K | 0.27% | 74 |
|
|
2016
Q4 | $663K | Buy |
44,079
+3,369
| +8% | +$50.7K | 0.27% | 74 |
|
|
2016
Q3 | $591K | Buy |
40,710
+1,347
| +3% | +$19.6K | 0.24% | 74 |
|
|
2016
Q2 | $551K | Sell |
39,363
-369
| -0.9% | -$5.17K | 0.22% | 78 |
|
|
2016
Q1 | $538K | Sell |
39,732
-2,136
| -5% | -$28.9K | 0.21% | 85 |
|
|
2015
Q4 | $559K | Sell |
41,868
-1,518
| -3% | -$20.3K | 0.22% | 88 |
|
|
2015
Q3 | $563K | Sell |
43,386
-780
| -2% | -$10.1K | 0.23% | 84 |
|
|
2015
Q2 | $628K | Sell |
44,166
-9,618
| -18% | -$137K | 0.23% | 83 |
|
|
2015
Q1 | $774K | Sell |
53,784
-201
| -0.4% | -$2.89K | 0.29% | 65 |
|
|
2014
Q4 | $732K | Sell |
53,985
-2,904
| -5% | -$39.4K | 0.29% | 71 |
|
|
2014
Q3 | $734K | Sell |
56,889
-2,703
| -5% | -$34.9K | 0.28% | 70 |
|
|
2014
Q2 | $799K | Sell |
59,592
-8,580
| -13% | -$115K | 0.3% | 73 |
|
|
2014
Q1 | $877K | Sell |
68,172
-942
| -1% | -$12.1K | 0.34% | 60 |
|
|
2013
Q4 | $863K | Buy |
69,114
+153
| +0.2% | +$1.91K | 0.35% | 61 |
|
|
2013
Q3 | $796K | Sell |
68,961
-1,839
| -3% | -$21.2K | 0.39% | 52 |
|
|
2013
Q2 | $754K | Buy |
+70,800
| New | +$754K | 0.38% | 54 |
|