LifePlan Financial’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 | $595K | Buy |
21,228
+470
| +2% | +$13.2K | 0.49% | 57 |
|
|
2025
Q1 | $544K | Sell |
20,758
-1,507
| -7% | -$39.5K | 0.47% | 57 |
|
|
2024
Q4 | $617K | Sell |
22,265
-1,261
| -5% | -$34.9K | 0.55% | 53 |
|
|
2024
Q3 | $652K | Buy |
23,526
+213
| +0.9% | +$5.9K | 0.56% | 51 |
|
|
2024
Q2 | $605K | Buy |
23,313
+804
| +4% | +$20.9K | 0.56% | 51 |
|
|
2024
Q1 | $611K | Sell |
22,509
-657
| -3% | -$17.8K | 0.56% | 52 |
|
|
2023
Q4 | $582K | Buy |
+23,166
| New | +$582K | 0.58% | 53 |
|