Madison Park Capital Advisors’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 | $1.85M | Sell |
65,776
-1,519
| -2% | -$42.6K | 1.55% | 20 |
|
|
2025
Q1 | $1.76M | Sell |
67,295
-2,443
| -4% | -$64K | 1.55% | 19 |
|
|
2024
Q4 | $1.93M | Sell |
69,738
-1,077
| -2% | -$29.8K | 1.54% | 18 |
|
|
2024
Q3 | $1.96M | Buy |
70,815
+465
| +0.7% | +$12.9K | 1.47% | 21 |
|
|
2024
Q2 | $1.83M | Buy |
70,350
+3,210
| +5% | +$83.3K | 1.53% | 20 |
|
|
2024
Q1 | $1.82M | Buy |
67,140
+1,536
| +2% | +$41.7K | 1.59% | 21 |
|
|
2023
Q4 | $1.65M | Buy |
+65,604
| New | +$1.65M | 1.59% | 21 |
|