Macroview Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,793	Closed	-$77.4K	–	452
2024 Q3	$77.4K	Buy	2,793 +45	+2%	+$1.2K	0.08%	115
2024 Q2	$71.3K	Hold	2,748	–	–	0.08%	116
2024 Q1	$74.6K	Buy	2,748 +120	+5%	+$3.06K	0.08%	121
2023 Q4	$66K	Buy	2,628 +99	+4%	+$2.27K	0.08%	124
2023 Q3	$57K	Buy	2,529 +9	+0.4%	+$213	0.08%	112
2023 Q2	$59.6K	Buy	2,520 +21	+0.8%	+$473	0.09%	84
2023 Q1	$56.5K	Buy	2,499 +9	+0.4%	+$207	0.09%	85
2022 Q4	$54.5K	Buy	2,490 +57	+2%	+$1.25K	0.09%	88
2022 Q3	$49K	Buy	2,433 +219	+10%	+$4.89K	0.09%	85
2022 Q2	$46K	Buy	2,214 +117	+6%	+$2.7K	0.08%	94
2022 Q1	$53K	Buy	2,097 +36	+2%	+$902	0.08%	92
2021 Q4	$55K	Buy	2,061 +60	+3%	+$1.6K	0.07%	90
2021 Q3	$51K	Buy	2,001 +48	+2%	+$1.25K	0.07%	91
2021 Q2	$51K	Buy	1,953 +57	+3%	+$1.47K	0.07%	93
2021 Q1	$47K	Buy	1,896 +90	+5%	+$2.18K	0.07%	85
2020 Q4	$41K	Buy	1,806 +162	+10%	+$3.38K	0.06%	91
2020 Q3	$30K	Buy	1,644 +165	+11%	+$3.06K	0.05%	100
2020 Q2	$26K	Buy	1,479 +129	+10%	+$2.1K	0.06%	96
2020 Q1	$19K	Buy	1,350 +306	+29%	+$5.6K	0.04%	99
2019 Q4	$21K	Buy	1,044 +288	+38%	+$5.58K	0.04%	117
2019 Q3	$14K	Buy	756 +276	+58%	+$5.21K	0.03%	131
2019 Q2	$9K	Sell	480 -249	-34%	-$4.66K	0.02%	149
2019 Q1	$13K	Buy	729 +447	+159%	+$7.99K	0.03%	140
2018 Q4	$4K	Buy	282 +3	+1%	+$52	0.01%	176
2018 Q3	$5K	Buy	279 +171	+158%	+$3.26K	0.02%	158
2018 Q2	$2K	Buy	+108	New	+$1.95K	0.01%	252