IF
Ironwood Financial’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 | $1.77M | Hold |
67,463
| – | – | 0.38% | 56 |
|
|
2025
Q1 | $1.77M | Sell |
67,463
-810
| -1% | -$21.2K | 0.38% | 56 |
|
|
2024
Q4 | $1.89M | Buy |
68,273
+48,102
| +238% | +$1.33M | 0.4% | 51 |
|
|
2024
Q3 | $1.68M | Sell |
20,171
-315
| -2% | -$26.2K | 0.35% | 59 |
|
|
2024
Q2 | $1.59M | Sell |
20,486
-447
| -2% | -$34.8K | 0.36% | 57 |
|
|
2024
Q1 | $1.7M | Sell |
20,933
-130
| -0.6% | -$10.6K | 0.39% | 54 |
|
|
2023
Q4 | $1.59M | Sell |
21,063
-184
| -0.9% | -$13.9K | 0.38% | 54 |
|
|
2023
Q3 | $1.44M | Sell |
21,247
-479
| -2% | -$32.4K | 0.39% | 50 |
|
|
2023
Q2 | $1.54M | Buy |
21,726
+325
| +2% | +$23.1K | 0.41% | 47 |
|
|
2023
Q1 | $1.45M | Buy |
21,401
+101
| +0.5% | +$6.85K | 0.4% | 49 |
|
|
2022
Q4 | $1.4M | Buy |
21,300
+646
| +3% | +$42.4K | 0.44% | 48 |
|
|
2022
Q3 | $1.25M | Sell |
20,654
-911
| -4% | -$55.1K | 0.41% | 51 |
|
|
2022
Q2 | $1.35M | Sell |
21,565
-318
| -1% | -$20K | 0.43% | 49 |
|
|
2022
Q1 | $1.66M | Buy |
21,883
+25
| +0.1% | +$1.9K | 0.47% | 43 |
|
|
2021
Q4 | $1.76M | Sell |
21,858
-281
| -1% | -$22.6K | 0.48% | 43 |
|
|
2021
Q3 | $1.7M | Sell |
22,139
-408
| -2% | -$31.3K | 0.5% | 38 |
|
|
2021
Q2 | $1.77M | Sell |
22,547
-1,230
| -5% | -$96.3K | 0.53% | 35 |
|
|
2021
Q1 | $1.77M | Sell |
23,777
-44
| -0.2% | -$3.28K | 0.58% | 31 |
|
|
2020
Q4 | $1.62M | Sell |
23,821
-532
| -2% | -$36.3K | 0.61% | 24 |
|
|
2020
Q3 | $1.35M | Buy |
24,353
+65
| +0.3% | +$3.61K | 0.68% | 26 |
|
|
2020
Q2 | $1.28M | Sell |
24,288
-431
| -2% | -$22.7K | 0.69% | 24 |
|
|
2020
Q1 | $1.04M | Sell |
24,719
-17,548
| -42% | -$740K | 0.71% | 14 |
|
|
2019
Q4 | $2.54M | Buy |
42,267
+449
| +1% | +$27K | 1.16% | 17 |
|
|
2019
Q3 | $2.36M | Buy |
41,818
+1,809
| +5% | +$102K | 1.13% | 18 |
|
|
2019
Q2 | $2.28M | Buy |
40,009
+1,745
| +5% | +$99.6K | 1.12% | 22 |
|
|
2019
Q1 | $2.12M | Buy |
38,264
+1,436
| +4% | +$79.5K | 1.1% | 24 |
|
|
2018
Q4 | $1.77M | Buy |
36,828
+4,983
| +16% | +$239K | 0.99% | 23 |
|
|
2018
Q3 | $1.84M | Buy |
31,845
+1,228
| +4% | +$71K | 0.98% | 20 |
|
|
2018
Q2 | $1.68M | Sell |
30,617
-409
| -1% | -$22.5K | 0.97% | 20 |
|
|
2018
Q1 | $1.64M | Buy |
31,026
+1,919
| +7% | +$101K | 1.78% | 12 |
|
|
2017
Q4 | $1.55M | Buy |
29,107
+933
| +3% | +$49.7K | 0.93% | 23 |
|
|
2017
Q3 | $1.41M | Buy |
28,174
+636
| +2% | +$31.9K | 0.87% | 24 |
|
|
2017
Q2 | $1.33M | Buy |
27,538
+1,088
| +4% | +$52.4K | 0.85% | 20 |
|
|
2017
Q1 | $1.25M | Buy |
26,450
+9
| +0% | +$426 | 0.83% | 22 |
|
|
2016
Q4 | $1.19M | Sell |
26,441
-1,153
| -4% | -$52.1K | 0.84% | 23 |
|
|
2016
Q3 | $1.2M | Sell |
27,594
-316
| -1% | -$13.8K | 0.86% | 24 |
|
|
2016
Q2 | $1.17M | Buy |
27,910
+456
| +2% | +$19.1K | 0.88% | 25 |
|
|
2016
Q1 | $1.11M | Buy |
+27,454
| New | +$1.11M | 0.86% | 26 |
|
|
2015
Q3 | $6.96M | Sell |
178,851
-328
| -0.2% | -$12.8K | 3.42% | 9 |
|
|
2015
Q2 | $7.64M | Sell |
179,179
-563
| -0.3% | -$24K | 3.62% | 8 |
|
|
2015
Q1 | $7.76M | Buy |
179,742
+5,177
| +3% | +$223K | 3.73% | 8 |
|
|
2014
Q4 | $7.1M | Buy |
+174,565
| New | +$7.1M | 3.91% | 7 |
|