Kelman-Lazarov Inc’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 | $1.42M | Buy |
50,680
+9,580
| +23% | +$269K | 0.23% | 46 |
|
|
2025
Q1 | $1.08M | Buy |
41,100
+129
| +0.3% | +$3.38K | 0.2% | 49 |
|
|
2024
Q4 | $1.14M | Buy |
40,971
+759
| +2% | +$21K | 0.2% | 49 |
|
|
2024
Q3 | $1.11M | Sell |
40,212
-1,107
| -3% | -$30.7K | 0.19% | 52 |
|
|
2024
Q2 | $1.07M | Sell |
41,319
-420
| -1% | -$10.9K | 0.2% | 50 |
|
|
2024
Q1 | $1.13M | Buy |
41,739
+3,123
| +8% | +$84.8K | 0.22% | 50 |
|
|
2023
Q4 | $970K | Sell |
38,616
-10,971
| -22% | -$275K | 0.21% | 51 |
|
|
2023
Q3 | $1.12M | Sell |
49,587
-1,596
| -3% | -$36K | 0.26% | 44 |
|
|
2023
Q2 | $1.21M | Buy |
51,183
+4,500
| +10% | +$107K | 0.29% | 43 |
|
|
2023
Q1 | $1.06M | Buy |
46,683
+21,978
| +89% | +$497K | 0.27% | 45 |
|
|
2022
Q4 | $540K | Buy |
24,705
+8,835
| +56% | +$193K | 0.15% | 54 |
|
|
2022
Q3 | $320K | Sell |
15,870
-7,662
| -33% | -$154K | 0.11% | 67 |
|
|
2022
Q2 | $492K | Buy |
23,532
+14,688
| +166% | +$307K | 0.17% | 50 |
|
|
2022
Q1 | $224K | Hold |
8,844
| – | – | 0.07% | 78 |
|
|
2021
Q4 | $237K | Hold |
8,844
| – | – | 0.08% | 79 |
|
|
2021
Q3 | $226K | Hold |
8,844
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $231K | Sell |
8,844
-612
| -6% | -$16K | 0.08% | 77 |
|
|
2021
Q1 | $235K | Hold |
9,456
| – | – | 0.08% | 76 |
|
|
2020
Q4 | $215K | Buy |
+9,456
| New | +$215K | 0.08% | 75 |
|