JIR
SCHM icon

James Investment Research’s Schwab US Mid-Cap ETF SCHM Stock Holding History

James Investment Research’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Buy
18,467
+1,496
+9% +$42K 0.06% 213
2025
Q1 		$445K Buy
16,971
+2,917
+21% +$76.4K 0.06% 218
2024
Q4 		$389K Buy
14,054
+2,699
+24% +$74.8K 0.05% 242
2024
Q3 		$314K Buy
+11,355
New +$314K 0.04% 269