L.J. Altfest & Co’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 | $1.25M | Buy |
44,684
+1,368
| +3% | +$38.4K | 0.15% | 109 |
|
|
2025
Q1 | $1.13M | Buy |
43,316
+6,956
| +19% | +$182K | 0.14% | 116 |
|
|
2024
Q4 | $1.01M | Buy |
36,360
+981
| +3% | +$27.2K | 0.13% | 113 |
|
|
2024
Q3 | $980K | Sell |
35,379
-7,155
| -17% | -$198K | 0.13% | 133 |
|
|
2024
Q2 | $1.1M | Buy |
42,534
+246
| +0.6% | +$6.38K | 0.15% | 104 |
|
|
2024
Q1 | $1.15M | Sell |
42,288
-429
| -1% | -$11.6K | 0.16% | 107 |
|
|
2023
Q4 | $1.07M | Sell |
42,717
-6
| -0% | -$151 | 0.16% | 115 |
|
|
2023
Q3 | $964K | Buy |
42,723
+354
| +0.8% | +$7.99K | 0.15% | 114 |
|
|
2023
Q2 | $1M | Sell |
42,369
-2,241
| -5% | -$53.1K | 0.15% | 107 |
|
|
2023
Q1 | $1.01M | Buy |
44,610
+138
| +0.3% | +$3.12K | 0.16% | 95 |
|
|
2022
Q4 | $973K | Sell |
44,472
-5,403
| -11% | -$118K | 0.16% | 104 |
|
|
2022
Q3 | $1.01M | Buy |
49,875
+897
| +2% | +$18.1K | 0.19% | 84 |
|
|
2022
Q2 | $1.02M | Buy |
48,978
+150
| +0.3% | +$3.14K | 0.18% | 87 |
|
|
2022
Q1 | $1.24M | Buy |
48,828
+240
| +0.5% | +$6.07K | 0.22% | 72 |
|
|
2021
Q4 | $1.3M | Sell |
48,588
-1,062
| -2% | -$28.5K | 0.25% | 76 |
|
|
2021
Q3 | $1.27M | Buy |
49,650
+435
| +0.9% | +$11.1K | 0.27% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
49,215
+78
| +0.2% | +$2.04K | 0.28% | 65 |
|
|
2021
Q1 | $1.22M | Sell |
49,137
-300
| -0.6% | -$7.44K | 0.29% | 68 |
|
|
2020
Q4 | $1.12M | Sell |
49,437
-240
| -0.5% | -$5.46K | 0.28% | 67 |
|
|
2020
Q3 | $919K | Sell |
49,677
-1,635
| -3% | -$30.2K | 0.24% | 71 |
|
|
2020
Q2 | $900K | Sell |
51,312
-4,515
| -8% | -$79.2K | 0.26% | 68 |
|
|
2020
Q1 | $785K | Buy |
55,827
+345
| +0.6% | +$4.85K | 0.25% | 69 |
|
|
2019
Q4 | $1.11M | Buy |
55,482
+84
| +0.2% | +$1.68K | 0.28% | 54 |
|
|
2019
Q3 | $1.04M | Sell |
55,398
-4,512
| -8% | -$85K | 0.27% | 55 |
|
|
2019
Q2 | $1.14M | Sell |
59,910
-393
| -0.7% | -$7.48K | 0.3% | 55 |
|
|
2019
Q1 | $1.11M | Buy |
60,303
+4,290
| +8% | +$79.2K | 0.27% | 56 |
|
|
2018
Q4 | $895K | Buy |
56,013
+40,500
| +261% | +$647K | 0.25% | 60 |
|
|
2018
Q3 | $299K | Sell |
15,513
-2,250
| -13% | -$43.4K | 0.09% | 136 |
|
|
2018
Q2 | $325K | Buy |
17,763
+180
| +1% | +$3.29K | 0.12% | 124 |
|
|
2018
Q1 | $310K | Buy |
+17,583
| New | +$310K | 0.13% | 127 |
|