Independent Advisor Alliance’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 | $246K | Sell |
8,774
-7,464
| -46% | -$209K | 0.01% | 776 |
|
|
2025
Q1 | $425K | Sell |
16,238
-91,365
| -85% | -$2.39M | 0.01% | 570 |
|
|
2024
Q4 | $2.98M | Buy |
107,603
+94,643
| +730% | +$2.62M | 0.04% | 402 |
|
|
2024
Q3 | $359K | Sell |
12,960
-7,074
| -35% | -$196K | 0.01% | 527 |
|
|
2024
Q2 | $520K | Sell |
20,034
-1,485
| -7% | -$38.5K | 0.02% | 457 |
|
|
2024
Q1 | $584K | Buy |
21,519
+4,383
| +26% | +$119K | 0.02% | 419 |
|
|
2023
Q4 | $430K | Sell |
17,136
-888
| -5% | -$22.3K | 0.02% | 468 |
|
|
2023
Q3 | $407K | Sell |
18,024
-2,796
| -13% | -$63.1K | 0.02% | 455 |
|
|
2023
Q2 | $493K | Sell |
20,820
-2,541
| -11% | -$60.2K | 0.02% | 430 |
|
|
2023
Q1 | $528K | Sell |
23,361
-786
| -3% | -$17.8K | 0.03% | 412 |
|
|
2022
Q4 | $528K | Buy |
24,147
+1,038
| +4% | +$22.7K | 0.18% | 75 |
|
|
2022
Q3 | $466K | Buy |
+23,109
| New | +$466K | 0.03% | 389 |
|
|
2020
Q1 | – | Sell |
-155,190
| Closed | -$3.11M | – | 766 |
|
|
2019
Q4 | $3.11M | Buy |
+155,190
| New | +$3.11M | 0.14% | 166 |
|