Meridian Financial’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 | $436K | Sell |
15,550
-5,547
| -26% | -$156K | 0.28% | 66 |
|
|
2025
Q1 | $553K | Sell |
21,097
-578
| -3% | -$15.1K | 0.39% | 53 |
|
|
2024
Q4 | $601K | Sell |
21,675
-351
| -2% | -$9.73K | 0.41% | 49 |
|
|
2024
Q3 | $609K | Sell |
22,026
-597
| -3% | -$16.5K | 0.41% | 48 |
|
|
2024
Q2 | $587K | Sell |
22,623
-2,370
| -9% | -$61.5K | 0.43% | 51 |
|
|
2024
Q1 | $678K | Buy |
24,993
+81
| +0.3% | +$2.2K | 0.51% | 43 |
|
|
2023
Q4 | $625K | Sell |
24,912
-444
| -2% | -$11.1K | 0.49% | 42 |
|
|
2023
Q3 | $572K | Buy |
25,356
+345
| +1% | +$7.78K | 0.53% | 37 |
|
|
2023
Q2 | $592K | Buy |
25,011
+459
| +2% | +$10.9K | 0.53% | 38 |
|
|
2023
Q1 | $555K | Buy |
24,552
+879
| +4% | +$19.9K | 0.54% | 39 |
|
|
2022
Q4 | $518K | Buy |
23,673
+225
| +1% | +$4.92K | 0.55% | 43 |
|
|
2022
Q3 | $473K | Buy |
23,448
+1,023
| +5% | +$20.6K | 0.55% | 42 |
|
|
2022
Q2 | $469K | Buy |
22,425
+1,500
| +7% | +$31.4K | 0.53% | 43 |
|
|
2022
Q1 | $529K | Hold |
20,925
| – | – | 0.55% | 40 |
|
|
2021
Q4 | $561K | Buy |
+20,925
| New | +$561K | 0.52% | 44 |
|