KCM Investment Advisors’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 | $1.78M | Hold |
63,459
| – | – | 0.06% | 167 |
|
|
2025
Q1 | $1.66M | Sell |
63,459
-2,124
| -3% | -$55.6K | 0.06% | 165 |
|
|
2024
Q4 | $1.82M | Hold |
65,583
| – | – | 0.06% | 165 |
|
|
2024
Q3 | $1.82M | Hold |
65,583
| – | – | 0.06% | 166 |
|
|
2024
Q2 | $1.7M | Hold |
65,583
| – | – | 0.06% | 165 |
|
|
2024
Q1 | $1.78M | Sell |
65,583
-1,911
| -3% | -$51.9K | 0.07% | 164 |
|
|
2023
Q4 | $1.69M | Hold |
67,494
| – | – | 0.07% | 165 |
|
|
2023
Q3 | $1.52M | Hold |
67,494
| – | – | 0.07% | 166 |
|
|
2023
Q2 | $1.6M | Sell |
67,494
-35,088
| -34% | -$831K | 0.06% | 173 |
|
|
2023
Q1 | $2.32M | Buy |
102,582
+36,999
| +56% | +$837K | 0.09% | 151 |
|
|
2022
Q4 | $1.43M | Hold |
65,583
| – | – | 0.06% | 182 |
|
|
2022
Q3 | $1.32M | Hold |
65,583
| – | – | 0.06% | 176 |
|
|
2022
Q2 | $1.37M | Sell |
65,583
-696
| -1% | -$14.6K | 0.06% | 187 |
|
|
2022
Q1 | $1.68M | Sell |
66,279
-5,553
| -8% | -$140K | 0.06% | 181 |
|
|
2021
Q4 | $1.93M | Sell |
71,832
-1,500
| -2% | -$40.2K | 0.07% | 173 |
|
|
2021
Q3 | $1.87M | Hold |
73,332
| – | – | 0.07% | 168 |
|
|
2021
Q2 | $1.91M | Hold |
73,332
| – | – | 0.08% | 161 |
|
|
2021
Q1 | $1.82M | Hold |
73,332
| – | – | 0.08% | 160 |
|
|
2020
Q4 | $1.67M | Hold |
73,332
| – | – | 0.08% | 157 |
|
|
2020
Q3 | $1.36M | Sell |
73,332
-49,470
| -40% | -$915K | 0.08% | 154 |
|
|
2020
Q2 | $2.15M | Buy |
122,802
+48,465
| +65% | +$850K | 0.12% | 127 |
|
|
2020
Q1 | $1.05M | Sell |
74,337
-20,277
| -21% | -$285K | 0.07% | 156 |
|
|
2019
Q4 | $1.9M | Buy |
94,614
+4,611
| +5% | +$92.5K | 0.1% | 134 |
|
|
2019
Q3 | $1.7M | Buy |
90,003
+648
| +0.7% | +$12.2K | 0.1% | 137 |
|
|
2019
Q2 | $1.7M | Hold |
89,355
| – | – | 0.1% | 140 |
|
|
2019
Q1 | $1.65M | Sell |
89,355
-576
| -0.6% | -$10.6K | 0.11% | 140 |
|
|
2018
Q4 | $1.44M | Buy |
89,931
+15
| +0% | +$240 | 0.1% | 181 |
|
|
2018
Q3 | $1.73M | Buy |
89,916
+3
| +0% | +$58 | 0.1% | 177 |
|
|
2018
Q2 | $1.65M | Hold |
89,913
| – | – | 0.1% | 173 |
|
|
2018
Q1 | $1.59M | Buy |
89,913
+3
| +0% | +$53 | 0.1% | 195 |
|
|
2017
Q4 | $1.6M | Buy |
89,910
+9
| +0% | +$160 | 0.09% | 201 |
|
|
2017
Q3 | $1.5M | Buy |
89,901
+3
| +0% | +$50 | 0.09% | 207 |
|
|
2017
Q2 | $1.44M | Buy |
89,898
+6
| +0% | +$96 | 0.09% | 212 |
|
|
2017
Q1 | $1.42M | Buy |
89,892
+3
| +0% | +$47 | 0.09% | 216 |
|
|
2016
Q4 | $1.35M | Buy |
89,889
+12
| +0% | +$181 | 0.09% | 216 |
|
|
2016
Q3 | $1.3M | Buy |
89,877
+6
| +0% | +$87 | 0.09% | 224 |
|
|
2016
Q2 | $1.26M | Buy |
89,871
+3,852
| +4% | +$53.9K | 0.09% | 223 |
|
|
2016
Q1 | $1.16M | Buy |
86,019
+273
| +0.3% | +$3.69K | 0.09% | 221 |
|
|
2015
Q4 | $1.15M | Sell |
85,746
-76,713
| -47% | -$1.02M | 0.09% | 220 |
|
|
2015
Q3 | $2.11M | Buy |
162,459
+13,716
| +9% | +$178K | 0.17% | 157 |
|
|
2015
Q2 | $2.11M | Buy |
148,743
+279
| +0.2% | +$3.97K | 0.17% | 162 |
|
|
2015
Q1 | $2.14M | Buy |
148,464
+9,441
| +7% | +$136K | 0.17% | 156 |
|
|
2014
Q4 | $1.89M | Buy |
139,023
+14,940
| +12% | +$203K | 0.16% | 165 |
|
|
2014
Q3 | $1.6M | Buy |
124,083
+78,252
| +171% | +$1.01M | 0.15% | 181 |
|
|
2014
Q2 | $615K | Buy |
45,831
+390
| +0.9% | +$5.23K | 0.06% | 284 |
|
|
2014
Q1 | $585K | Buy |
45,441
+17,841
| +65% | +$230K | 0.06% | 277 |
|
|
2013
Q4 | $344K | Buy |
+27,600
| New | +$344K | 0.04% | 342 |
|