Liberty Capital Management’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 | $418K | Hold |
14,900
| – | – | 0.08% | 118 |
|
|
2025
Q1 | $390K | Buy |
14,900
+6,231
| +72% | +$163K | 0.09% | 119 |
|
|
2024
Q4 | $240K | Buy |
8,669
+269
| +3% | +$7.45K | 0.05% | 148 |
|
|
2024
Q3 | $233K | Hold |
8,400
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $218K | Hold |
8,400
| – | – | 0.05% | 147 |
|
|
2024
Q1 | $228K | Hold |
8,400
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $211K | Buy |
+8,400
| New | +$211K | 0.06% | 150 |
|
|
2017
Q4 | – | Sell |
-7,500
| Closed | -$128K | – | 270 |
|
|
2017
Q3 | $128K | Buy |
+7,500
| New | +$128K | 0.07% | 138 |
|