KPP Advisory Services’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 | $582K | Buy |
20,743
+335
| +2% | +$9.4K | 0.1% | 174 |
|
|
2025
Q1 | $535K | Buy |
20,408
+1,205
| +6% | +$31.6K | 0.1% | 169 |
|
|
2024
Q4 | $532K | Buy |
19,203
+1,206
| +7% | +$33.4K | 0.13% | 143 |
|
|
2024
Q3 | $498K | Buy |
17,997
+2,913
| +19% | +$80.7K | 0.12% | 144 |
|
|
2024
Q2 | $391K | Buy |
15,084
+3,867
| +34% | +$100K | 0.1% | 151 |
|
|
2024
Q1 | $304K | Buy |
+11,217
| New | +$304K | 0.08% | 183 |
|
|
2023
Q4 | – | Sell |
-10,320
| Closed | -$233K | – | 196 |
|
|
2023
Q3 | $233K | Buy |
+10,320
| New | +$233K | 0.08% | 183 |
|