MeadowBrook Investment 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 | $406K | Buy |
14,485
+635
| +5% | +$17.8K | 0.36% | 68 |
|
|
2025
Q1 | $363K | Hold |
13,850
| – | – | 0.34% | 65 |
|
|
2024
Q4 | $384K | Sell |
13,850
-640
| -4% | -$17.7K | 0.34% | 66 |
|
|
2024
Q3 | $401K | Sell |
14,490
-15
| -0.1% | -$415 | 0.36% | 63 |
|
|
2024
Q2 | $376K | Buy |
14,505
+210
| +1% | +$5.45K | 0.36% | 62 |
|
|
2024
Q1 | $388K | Buy |
14,295
+651
| +5% | +$17.7K | 0.36% | 67 |
|
|
2023
Q4 | $343K | Buy |
+13,644
| New | +$343K | 0.33% | 72 |
|