Lowery Thomas LLC’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 | $892K | Sell |
31,797
-12,806
| -29% | -$359K | 0.57% | 35 |
|
|
2025
Q1 | $1.17M | Buy |
44,603
+132
| +0.3% | +$3.46K | 0.8% | 28 |
|
|
2024
Q4 | $1.23M | Buy |
44,471
+1,385
| +3% | +$38.4K | 0.8% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
43,086
+108
| +0.3% | +$2.99K | 0.81% | 30 |
|
|
2024
Q2 | $1.11M | Sell |
42,978
-576
| -1% | -$14.9K | 0.81% | 25 |
|
|
2024
Q1 | $1.18M | Buy |
43,554
+1,038
| +2% | +$28.2K | 0.91% | 24 |
|
|
2023
Q4 | $1.07M | Buy |
42,516
+603
| +1% | +$15.1K | 0.92% | 24 |
|
|
2023
Q3 | $946K | Buy |
41,913
+1,062
| +3% | +$24K | 0.9% | 25 |
|
|
2023
Q2 | $967K | Sell |
40,851
-678
| -2% | -$16.1K | 0.95% | 26 |
|
|
2023
Q1 | $939K | Buy |
41,529
+2,973
| +8% | +$67.2K | 1.04% | 24 |
|
|
2022
Q4 | $843K | Buy |
38,556
+1,725
| +5% | +$37.7K | 1.01% | 22 |
|
|
2022
Q3 | $744K | Buy |
36,831
+168
| +0.5% | +$3.39K | 0.87% | 30 |
|
|
2022
Q2 | $767K | Buy |
36,663
+16,881
| +85% | +$353K | 0.73% | 30 |
|
|
2022
Q1 | $500K | Sell |
19,782
-474
| -2% | -$12K | 0.39% | 38 |
|
|
2021
Q4 | $543K | Buy |
+20,256
| New | +$543K | 0.37% | 38 |
|