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McClarren Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McClarren Financial Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-748
Closed -$20K – 353
2024
Q4 		$20K Buy
+748
New +$21.3K 0.06% 135
2024
Q3 		– Sell
-231
Closed -$19K – 337
2024
Q2 		$19K Buy
+231
New +$6.04K 0.01% 221
2024
Q1 		– Sell
-738
Closed -$19K – 414
2023
Q4 		$19K Buy
738
+6
+0.8% +$137 0.01% 242
2023
Q3 		$16K Hold
732
– – 0.01% 237
2023
Q2 		$17K Sell
732
-2,970
-80% -$66.9K 0.01% 231
2023
Q1 		$83K Sell
3,702
-9
-0.2% -$207 0.08% 111
2022
Q4 		$81K Buy
3,711
+3
+0.1% +$66 0.08% 116
2022
Q3 		$74K Buy
+3,708
New +$82.7K 0.07% 104
2022
Q2 		– Sell
-3,717
Closed -$94K – 221
2022
Q1 		$94K Buy
3,717
+9
+0.2% +$226 0.07% 91
2021
Q4 		$100K Buy
+3,708
New +$98.9K 0.07% 101

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