Key Financial 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 | $138K | Buy |
4,914
+75
| +2% | +$2.1K | 0.03% | 333 |
|
|
2025
Q1 | $127K | Hold |
4,839
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $134K | Hold |
4,839
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $134K | Hold |
4,839
| – | – | 0.03% | 300 |
|
|
2024
Q2 | $126K | Hold |
4,839
| – | – | 0.03% | 299 |
|
|
2024
Q1 | $131K | Buy |
4,839
+195
| +4% | +$5.29K | 0.03% | 272 |
|
|
2023
Q4 | $117K | Hold |
4,644
| – | – | 0.03% | 281 |
|
|
2023
Q3 | $105K | Hold |
4,644
| – | – | 0.04% | 276 |
|
|
2023
Q2 | $110K | Hold |
4,644
| – | – | 0.04% | 270 |
|
|
2023
Q1 | $105K | Hold |
4,644
| – | – | 0.04% | 270 |
|
|
2022
Q4 | $93.7K | Hold |
4,644
| – | – | 0.04% | 253 |
|
|
2022
Q3 | $94K | Hold |
4,644
| – | – | 0.04% | 256 |
|
|
2022
Q2 | $99K | Buy |
4,644
+3,990
| +610% | +$85.1K | 0.05% | 241 |
|
|
2022
Q1 | $17K | Hold |
654
| – | – | 0.01% | 531 |
|
|
2021
Q4 | $18K | Hold |
654
| – | – | 0.01% | 504 |
|
|
2021
Q3 | $17K | Hold |
654
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $17K | Hold |
654
| – | – | 0.01% | 495 |
|
|
2021
Q1 | $16K | Hold |
654
| – | – | 0.01% | 430 |
|
|
2020
Q4 | $15K | Buy |
+654
| New | +$15K | 0.01% | 417 |
|
|
2020
Q2 | – | Sell |
-654
| Closed | -$9K | – | 524 |
|
|
2020
Q1 | $9K | Buy |
+654
| New | +$9K | 0.01% | 421 |
|