Investors Research Corp’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 | $59.2K | Hold |
2,109
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $55.3K | Hold |
2,109
| – | – | 0.01% | 452 |
|
|
2024
Q4 | $58.4K | Hold |
2,109
| – | – | 0.01% | 459 |
|
|
2024
Q3 | $58.4K | Hold |
2,109
| – | – | 0.01% | 469 |
|
|
2024
Q2 | $54.7K | Hold |
2,109
| – | – | 0.01% | 490 |
|
|
2024
Q1 | $57.2K | Sell |
2,109
-1,215
| -37% | -$33K | 0.01% | 489 |
|
|
2023
Q4 | $83.5K | Hold |
3,324
| – | – | 0.02% | 435 |
|
|
2023
Q3 | $75K | Sell |
3,324
-1,023
| -24% | -$23.1K | 0.02% | 452 |
|
|
2023
Q2 | $103K | Hold |
4,347
| – | – | 0.03% | 411 |
|
|
2023
Q1 | $98.3K | Hold |
4,347
| – | – | 0.03% | 418 |
|
|
2022
Q4 | $95.1K | Hold |
4,347
| – | – | 0.03% | 420 |
|
|
2022
Q3 | $88K | Hold |
4,347
| – | – | 0.03% | 419 |
|
|
2022
Q2 | $91K | Hold |
4,347
| – | – | 0.03% | 420 |
|
|
2022
Q1 | $110K | Hold |
4,347
| – | – | 0.03% | 404 |
|
|
2021
Q4 | $117K | Hold |
4,347
| – | – | 0.04% | 379 |
|
|
2021
Q3 | $111K | Sell |
4,347
-9
| -0.2% | -$230 | 0.04% | 388 |
|
|
2021
Q2 | $114K | Hold |
4,356
| – | – | 0.04% | 369 |
|
|
2021
Q1 | $108K | Hold |
4,356
| – | – | 0.04% | 382 |
|
|
2020
Q4 | $99K | Hold |
4,356
| – | – | 0.04% | 416 |
|
|
2020
Q3 | $81K | Hold |
4,356
| – | – | 0.04% | 423 |
|
|
2020
Q2 | $76K | Hold |
4,356
| – | – | 0.04% | 409 |
|
|
2020
Q1 | $61K | Buy |
4,356
+3,066
| +238% | +$42.9K | 0.04% | 413 |
|
|
2019
Q4 | $26K | Hold |
1,290
| – | – | 0.01% | 650 |
|
|
2019
Q3 | $24K | Buy |
1,290
+1,182
| +1,094% | +$22K | 0.01% | 658 |
|
|
2019
Q2 | $2K | Hold |
108
| – | – | ﹤0.01% | 988 |
|
|
2019
Q1 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 961 |
|