IHT Wealth Management’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 | $3.28M | Sell |
116,949
-8,037
| -6% | -$225K | 0.09% | 218 |
|
|
2025
Q1 | $3.27M | Sell |
124,986
-16,574
| -12% | -$434K | 0.1% | 198 |
|
|
2024
Q4 | $3.92M | Sell |
141,560
-85,840
| -38% | -$2.38M | 0.13% | 156 |
|
|
2024
Q3 | $6.28M | Buy |
227,400
+89,526
| +65% | +$2.47M | 0.18% | 115 |
|
|
2024
Q2 | $3.58M | Buy |
137,874
+14,511
| +12% | +$376K | 0.13% | 158 |
|
|
2024
Q1 | $3.35M | Buy |
123,363
+31,767
| +35% | +$862K | 0.13% | 152 |
|
|
2023
Q4 | $2.3M | Buy |
91,596
+45
| +0% | +$1.13K | 0.1% | 199 |
|
|
2023
Q3 | $2.07M | Sell |
91,551
-1,674
| -2% | -$37.8K | 0.1% | 192 |
|
|
2023
Q2 | $2.21M | Sell |
93,225
-2,640
| -3% | -$62.5K | 0.12% | 174 |
|
|
2023
Q1 | $2.17M | Buy |
95,865
+8,721
| +10% | +$197K | 0.12% | 161 |
|
|
2022
Q4 | $1.91M | Sell |
87,144
-9,444
| -10% | -$207K | 0.12% | 179 |
|
|
2022
Q3 | $1.95M | Buy |
96,588
+63,036
| +188% | +$1.27M | 0.15% | 154 |
|
|
2022
Q2 | $702K | Sell |
33,552
-642
| -2% | -$13.4K | 0.06% | 299 |
|
|
2022
Q1 | $865K | Buy |
34,194
+1,614
| +5% | +$40.8K | 0.07% | 283 |
|
|
2021
Q4 | $873K | Sell |
32,580
-162
| -0.5% | -$4.34K | 0.06% | 294 |
|
|
2021
Q3 | $837K | Sell |
32,742
-9,633
| -23% | -$246K | 0.07% | 284 |
|
|
2021
Q2 | $1.11M | Buy |
42,375
+2,622
| +7% | +$68.4K | 0.07% | 299 |
|
|
2021
Q1 | $986K | Buy |
39,753
+6,999
| +21% | +$174K | 0.07% | 272 |
|
|
2020
Q4 | $744K | Buy |
32,754
+936
| +3% | +$21.3K | 0.06% | 303 |
|
|
2020
Q3 | $588K | Buy |
31,818
+2,403
| +8% | +$44.4K | 0.06% | 314 |
|
|
2020
Q2 | $516K | Sell |
29,415
-4,833
| -14% | -$84.8K | 0.07% | 282 |
|
|
2020
Q1 | $481K | Sell |
34,248
-1,365
| -4% | -$19.2K | 0.07% | 293 |
|
|
2019
Q4 | $714K | Buy |
35,613
+783
| +2% | +$15.7K | 0.08% | 267 |
|
|
2019
Q3 | $656K | Buy |
34,830
+9,708
| +39% | +$183K | 0.09% | 269 |
|
|
2019
Q2 | $478K | Sell |
25,122
-9,048
| -26% | -$172K | 0.07% | 294 |
|
|
2019
Q1 | $631K | Buy |
34,170
+1,731
| +5% | +$32K | 0.11% | 225 |
|
|
2018
Q4 | $518K | Buy |
+32,439
| New | +$518K | 0.1% | 239 |
|
|
2018
Q2 | – | Sell |
-633
| Closed | -$11K | – | 1176 |
|
|
2018
Q1 | $11K | Buy |
633
+3
| +0.5% | +$52 | ﹤0.01% | 1161 |
|
|
2017
Q4 | $11K | Buy |
+630
| New | +$11K | ﹤0.01% | 1174 |
|