Integrated Advisors Network’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 | $1.52M | Sell |
54,230
-1,699
| -3% | -$47.7K | 0.07% | 285 |
|
|
2025
Q1 | $1.47M | Buy |
55,929
+105
| +0.2% | +$2.75K | 0.07% | 257 |
|
|
2024
Q4 | $1.55M | Buy |
55,824
+357
| +0.6% | +$9.89K | 0.07% | 236 |
|
|
2024
Q3 | $1.54M | Sell |
55,467
-183
| -0.3% | -$5.07K | 0.07% | 244 |
|
|
2024
Q2 | $1.44M | Sell |
55,650
-738
| -1% | -$19.1K | 0.07% | 237 |
|
|
2024
Q1 | $1.53M | Sell |
56,388
-1,527
| -3% | -$41.4K | 0.08% | 241 |
|
|
2023
Q4 | $1.45M | Sell |
57,915
-1,023
| -2% | -$25.7K | 0.08% | 234 |
|
|
2023
Q3 | $1.33M | Sell |
58,938
-3,252
| -5% | -$73.4K | 0.08% | 234 |
|
|
2023
Q2 | $1.47M | Sell |
62,190
-1,299
| -2% | -$30.8K | 0.08% | 233 |
|
|
2023
Q1 | $1.44M | Sell |
63,489
-1,047
| -2% | -$23.7K | 0.09% | 229 |
|
|
2022
Q4 | $1.41M | Sell |
64,536
-2,817
| -4% | -$61.6K | 0.09% | 236 |
|
|
2022
Q3 | $1.36M | Buy |
67,353
+408
| +0.6% | +$8.23K | 0.09% | 228 |
|
|
2022
Q2 | $1.4M | Sell |
66,945
-2,091
| -3% | -$43.7K | 0.09% | 231 |
|
|
2022
Q1 | $1.75M | Sell |
69,036
-390
| -0.6% | -$9.86K | 0.1% | 219 |
|
|
2021
Q4 | $1.86M | Buy |
69,426
+2,082
| +3% | +$55.8K | 0.11% | 192 |
|
|
2021
Q3 | $1.72M | Buy |
67,344
+7,089
| +12% | +$181K | 0.11% | 184 |
|
|
2021
Q2 | $1.57M | Sell |
60,255
-1,227
| -2% | -$32K | 0.12% | 176 |
|
|
2021
Q1 | $1.53M | Sell |
61,482
-2,487
| -4% | -$61.7K | 0.14% | 159 |
|
|
2020
Q4 | $1.45M | Sell |
63,969
-1,752
| -3% | -$39.8K | 0.16% | 151 |
|
|
2020
Q3 | $1.22M | Sell |
65,721
-7,482
| -10% | -$138K | 0.15% | 154 |
|
|
2020
Q2 | $1.28M | Buy |
73,203
+3,072
| +4% | +$53.9K | 0.15% | 162 |
|
|
2020
Q1 | $986K | Buy |
70,131
+11,817
| +20% | +$166K | 0.19% | 134 |
|
|
2019
Q4 | $1.17M | Buy |
+58,314
| New | +$1.17M | 0.16% | 171 |
|