Leverty Financial Group’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 | $422K | Sell |
15,038
-35,377
| -70% | -$992K | 0.13% | 26 |
|
|
2025
Q1 | $1.32M | Buy |
50,415
+5,385
| +12% | +$141K | 0.54% | 13 |
|
|
2024
Q4 | $1.25M | Buy |
45,030
+9,753
| +28% | +$270K | 0.64% | 12 |
|
|
2024
Q3 | $977K | Buy |
35,277
+17,229
| +95% | +$477K | 0.53% | 12 |
|
|
2024
Q2 | $468K | Buy |
18,048
+2,211
| +14% | +$57.4K | 0.28% | 16 |
|
|
2024
Q1 | $430K | Sell |
15,837
-6,636
| -30% | -$180K | 0.26% | 17 |
|
|
2023
Q4 | $564K | Buy |
22,473
+11,085
| +97% | +$278K | 0.36% | 14 |
|
|
2023
Q3 | $257K | Sell |
11,388
-960
| -8% | -$21.7K | 0.19% | 22 |
|
|
2023
Q2 | $292K | Sell |
12,348
-1,188
| -9% | -$28.1K | 0.21% | 20 |
|
|
2023
Q1 | $306K | Sell |
13,536
-1,671
| -11% | -$37.8K | 0.24% | 18 |
|
|
2022
Q4 | $333K | Buy |
+15,207
| New | +$333K | 0.28% | 16 |
|
|
2022
Q1 | – | Sell |
-909
| Closed | -$24K | – | 104 |
|
|
2021
Q4 | $24K | Buy |
+909
| New | +$24K | 0.02% | 69 |
|