Marshall Financial Group (Pennsylvania)’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 | $17.5M | Sell |
623,877
-6,414
| -1% | -$180K | 5.24% | 10 |
|
|
2025
Q1 | $16.5M | Sell |
630,291
-11,543
| -2% | -$302K | 5.2% | 10 |
|
|
2024
Q4 | $17.8M | Buy |
641,834
+317
| +0% | +$8.78K | 5.43% | 10 |
|
|
2024
Q3 | $17.8M | Buy |
641,517
+7,683
| +1% | +$213K | 5.37% | 10 |
|
|
2024
Q2 | $16.4M | Buy |
633,834
+9,489
| +2% | +$246K | 5.34% | 10 |
|
|
2024
Q1 | $16.9M | Buy |
624,345
+1,062
| +0.2% | +$28.8K | 5.59% | 9 |
|
|
2023
Q4 | $15.6M | Buy |
623,283
+4,101
| +0.7% | +$103K | 5.59% | 9 |
|
|
2023
Q3 | $14M | Sell |
619,182
-8,577
| -1% | -$193K | 5.69% | 8 |
|
|
2023
Q2 | $14.9M | Buy |
627,759
+1,923
| +0.3% | +$45.5K | 5.7% | 8 |
|
|
2023
Q1 | $14.2M | Sell |
625,836
-27,591
| -4% | -$624K | 5.75% | 8 |
|
|
2022
Q4 | $14.3M | Buy |
653,427
+24,333
| +4% | +$532K | 6.14% | 7 |
|
|
2022
Q3 | $12.7M | Sell |
629,094
-7,182
| -1% | -$145K | 6% | 7 |
|
|
2022
Q2 | $13.3M | Buy |
636,276
+10,770
| +2% | +$225K | 6.04% | 7 |
|
|
2022
Q1 | $15.8M | Buy |
625,506
+34,797
| +6% | +$880K | 6.31% | 7 |
|
|
2021
Q4 | $15.8M | Buy |
590,709
+25,950
| +5% | +$696K | 6.14% | 7 |
|
|
2021
Q3 | $14.4M | Buy |
564,759
+7,800
| +1% | +$199K | 6.07% | 7 |
|
|
2021
Q2 | $14.5M | Buy |
556,959
+5,514
| +1% | +$144K | 6.18% | 7 |
|
|
2021
Q1 | $13.7M | Buy |
551,445
+2,898
| +0.5% | +$71.9K | 6.21% | 8 |
|
|
2020
Q4 | $12.5M | Buy |
548,547
+29,358
| +6% | +$667K | 6.11% | 7 |
|
|
2020
Q3 | $9.6M | Buy |
519,189
+44,943
| +9% | +$831K | 5.67% | 7 |
|
|
2020
Q2 | $8.32M | Sell |
474,246
-14,526
| -3% | -$255K | 5.52% | 8 |
|
|
2020
Q1 | $6.87M | Sell |
488,772
-80,874
| -14% | -$1.14M | 5.55% | 7 |
|
|
2019
Q4 | $11.4M | Buy |
569,646
+65,643
| +13% | +$1.32M | 7.72% | 6 |
|
|
2019
Q3 | $9.5M | Buy |
504,003
+37,311
| +8% | +$703K | 7.24% | 6 |
|
|
2019
Q2 | $8.88M | Buy |
466,692
+74,004
| +19% | +$1.41M | 6.78% | 7 |
|
|
2019
Q1 | $7.25M | Buy |
392,688
+91,956
| +31% | +$1.7M | 5.93% | 7 |
|
|
2018
Q4 | $4.81M | Buy |
+300,732
| New | +$4.81M | 4.55% | 8 |
|