JBR Co Financial Management’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 | $707K | Sell |
25,200
-255
| -1% | -$7.15K | 0.35% | 56 |
|
|
2025
Q1 | $667K | Buy |
25,455
+345
| +1% | +$9.04K | 0.39% | 55 |
|
|
2024
Q4 | $696K | Hold |
25,110
| – | – | 0.42% | 53 |
|
|
2024
Q3 | $695K | Sell |
25,110
-1,140
| -4% | -$31.6K | 0.46% | 51 |
|
|
2024
Q2 | $681K | Sell |
26,250
-75
| -0.3% | -$1.95K | 0.48% | 47 |
|
|
2024
Q1 | $715K | Sell |
26,325
-1,581
| -6% | -$42.9K | 0.57% | 43 |
|
|
2023
Q4 | $701K | Buy |
+27,906
| New | +$701K | 0.66% | 42 |
|