May Barnhard Investments’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 | $4.3M | Sell |
153,340
-78,034
| -34% | -$2.19M | 2.01% | 21 |
|
|
2025
Q1 | $6.06M | Sell |
231,374
-29,940
| -11% | -$784K | 3.03% | 7 |
|
|
2024
Q4 | $7.24M | Buy |
261,314
+6,092
| +2% | +$169K | 3.44% | 7 |
|
|
2024
Q3 | $7.07M | Buy |
255,222
+6,993
| +3% | +$194K | 3.45% | 7 |
|
|
2024
Q2 | $6.44M | Buy |
248,229
+8,826
| +4% | +$229K | 3.32% | 7 |
|
|
2024
Q1 | $6.5M | Buy |
239,403
+12,549
| +6% | +$341K | 3.25% | 9 |
|
|
2023
Q4 | $5.7M | Buy |
+226,854
| New | +$5.7M | 2.93% | 12 |
|