Joule Financial’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 | $698K | Buy |
24,879
+120
| +0.5% | +$3.37K | 0.23% | 53 |
|
|
2025
Q1 | $649K | Buy |
24,759
+182
| +0.7% | +$4.77K | 0.23% | 50 |
|
|
2024
Q4 | $681K | Sell |
24,577
-194
| -0.8% | -$5.38K | 0.24% | 47 |
|
|
2024
Q3 | $686K | Sell |
24,771
-420
| -2% | -$11.6K | 0.25% | 48 |
|
|
2024
Q2 | $656K | Sell |
25,191
-498
| -2% | -$13K | 0.27% | 45 |
|
|
2024
Q1 | $697K | Sell |
25,689
-18
| -0.1% | -$489 | 0.29% | 43 |
|
|
2023
Q4 | $645K | Sell |
25,707
-666
| -3% | -$16.7K | 0.3% | 44 |
|
|
2023
Q3 | $595K | Sell |
26,373
-567
| -2% | -$12.8K | 0.3% | 45 |
|
|
2023
Q2 | $638K | Sell |
26,940
-3
| -0% | -$71 | 0.33% | 40 |
|
|
2023
Q1 | $609K | Sell |
26,943
-1,926
| -7% | -$43.6K | 0.33% | 40 |
|
|
2022
Q4 | $631K | Buy |
28,869
+138
| +0.5% | +$3.02K | 0.42% | 38 |
|
|
2022
Q3 | $580K | Sell |
28,731
-840
| -3% | -$17K | 0.44% | 40 |
|
|
2022
Q2 | $618K | Buy |
+29,571
| New | +$618K | 0.48% | 34 |
|