Kavar Capital Partners Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Buy |
360,945
+9,068
| +3% | +$289K | 1.4% | 17 |
|
|
2025
Q4 | $10.6M | Buy |
351,877
+7,644
| +2% | +$228K | 1.46% | 16 |
|
|
2025
Q3 | $10.2M | Buy |
344,233
+31,136
| +10% | +$906K | 1.36% | 19 |
|
|
2025
Q2 | $8.78M | Buy |
313,097
+18,935
| +6% | +$500K | 1.26% | 20 |
|
|
2025
Q1 | $7.71M | Buy |
294,162
+33,776
| +13% | +$941K | 1.28% | 20 |
|
|
2024
Q4 | $7.22M | Buy |
260,386
+11,002
| +4% | +$313K | 1.22% | 23 |
|
|
2024
Q3 | $6.91M | Buy |
249,384
+5,589
| +2% | +$149K | 1.09% | 26 |
|
|
2024
Q2 | $6.32M | Buy |
243,795
+5,376
| +2% | +$141K | 1.14% | 23 |
|
|
2024
Q1 | $6.47M | Sell |
238,419
-213,027
| -47% | -$5.43M | 1.19% | 22 |
|
|
2023
Q4 | $11.3M | Buy |
451,446
+241,098
| +115% | +$5.52M | 1.27% | 24 |
|
|
2023
Q3 | $4.75M | Sell |
210,348
-13,803
| -6% | -$327K | 1.03% | 32 |
|
|
2023
Q2 | $5.31M | Sell |
224,151
-16,566
| -7% | -$373K | 1.13% | 31 |
|
|
2023
Q1 | $5.44M | Sell |
240,717
-3,987
| -2% | -$91.8K | 1.18% | 26 |
|
|
2022
Q4 | $5.35M | Buy |
244,704
+180
| +0.1% | +$3.94K | 1.23% | 26 |
|
|
2022
Q3 | $4.93M | Buy |
244,524
+2,835
| +1% | +$63.2K | 1.26% | 22 |
|
|
2022
Q2 | $5.05M | Buy |
241,689
+16,503
| +7% | +$381K | 1.17% | 27 |
|
|
2022
Q1 | $5.69M | Buy |
225,186
+3,435
| +2% | +$86.1K | 1.23% | 23 |
|
|
2021
Q4 | $5.95M | Buy |
221,751
+9,282
| +4% | +$248K | 1.24% | 26 |
|
|
2021
Q3 | $5.43M | Buy |
212,469
+10,845
| +5% | +$283K | 1.24% | 24 |
|
|
2021
Q2 | $5.26M | Buy |
201,624
+8,283
| +4% | +$214K | 1.27% | 27 |
|
|
2021
Q1 | $4.8M | Buy |
193,341
+11,748
| +6% | +$285K | 1.29% | 25 |
|
|
2020
Q4 | $4.13M | Buy |
181,593
+3,720
| +2% | +$77.6K | 1.19% | 26 |
|
|
2020
Q3 | $3.29M | Buy |
177,873
+2,013
| +1% | +$37.3K | 1.11% | 26 |
|
|
2020
Q2 | $3.08M | Buy |
175,860
+4,095
| +2% | +$66.7K | 1.18% | 28 |
|
|
2020
Q1 | $2.41M | Sell |
171,765
-11,067
| -6% | -$203K | 1.16% | 27 |
|
|
2019
Q4 | $3.67M | Buy |
182,832
+20,586
| +13% | +$399K | 1.36% | 23 |
|
|
2019
Q3 | $3.06M | Buy |
162,246
+12,219
| +8% | +$231K | 1.19% | 28 |
|
|
2019
Q2 | $2.85M | Buy |
150,027
+19,899
| +15% | +$372K | 1.12% | 28 |
|
|
2019
Q1 | $2.4M | Buy |
130,128
+74,475
| +134% | +$1.33M | 1.07% | 38 |
|
|
2018
Q4 | $889K | Buy |
+55,653
| New | +$972K | 0.48% | 65 |
|
|
2018
Q3 | – | Sell |
-2,046
| Closed | -$37K | – | 330 |
|
|
2018
Q2 | $37K | Hold |
2,046
| – | – | 0.02% | 210 |
|
|
2018
Q1 | $36K | Buy |
+2,046
| New | +$36.8K | 0.02% | 212 |
|
|
2016
Q1 | – | Sell |
-4,770
| Closed | -$63K | – | 340 |
|
|
2015
Q4 | $63K | Sell |
4,770
-2,859
| -37% | -$38.8K | 0.04% | 155 |
|
|
2015
Q3 | $90K | Sell |
7,629
-6,273
| -45% | -$87.1K | 0.06% | 136 |
|
|
2015
Q2 | $197K | Hold |
13,902
| – | – | 0.13% | 117 |
|
|
2015
Q1 | $200K | Buy |
+13,902
| New | +$194K | 0.17% | 102 |
|
|
2014
Q3 | – | Sell |
-15,204
| Closed | -$204K | – | 133 |
|
|
2014
Q2 | $204K | Sell |
15,204
-3,693
| -20% | -$47.6K | 0.17% | 129 |
|
|
2014
Q1 | $243K | Buy |
18,897
+1,467
| +8% | +$18.5K | 0.2% | 118 |
|
|
2013
Q4 | $217K | Buy |
+17,430
| New | +$209K | 0.19% | 115 |
|
Other funds holding SCHM
MGIA
AA
LWMT
