Meridian Wealth Partners’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 | $7.65M | Buy |
272,675
+7,858
| +3% | +$220K | 1.11% | 21 |
|
|
2025
Q1 | $6.94M | Sell |
264,817
-7,738
| -3% | -$203K | 1.11% | 21 |
|
|
2024
Q4 | $7.55M | Sell |
272,555
-2,752
| -1% | -$76.3K | 1.15% | 21 |
|
|
2024
Q3 | $7.63M | Sell |
275,307
-13,527
| -5% | -$375K | 1.19% | 20 |
|
|
2024
Q2 | $7.49M | Buy |
288,834
+207
| +0.1% | +$5.37K | 1.32% | 17 |
|
|
2024
Q1 | $7.83M | Sell |
288,627
-3,174
| -1% | -$86.2K | 1.41% | 15 |
|
|
2023
Q4 | $7.33M | Sell |
291,801
-3,147
| -1% | -$79K | 1.4% | 15 |
|
|
2023
Q3 | $6.65M | Sell |
294,948
-3,843
| -1% | -$86.7K | 1.39% | 15 |
|
|
2023
Q2 | $7.07M | Sell |
298,791
-5,463
| -2% | -$129K | 1.45% | 15 |
|
|
2023
Q1 | $6.88M | Sell |
304,254
-3,492
| -1% | -$79K | 1.5% | 15 |
|
|
2022
Q4 | $6.73M | Sell |
307,746
-2,115
| -0.7% | -$46.3K | 1.56% | 15 |
|
|
2022
Q3 | $6.25M | Sell |
309,861
-5,775
| -2% | -$117K | 1.56% | 15 |
|
|
2022
Q2 | $6.6M | Sell |
315,636
-26,445
| -8% | -$553K | 1.57% | 14 |
|
|
2022
Q1 | $8.65M | Sell |
342,081
-2,916
| -0.8% | -$73.7K | 1.82% | 12 |
|
|
2021
Q4 | $9.25M | Sell |
344,997
-10,554
| -3% | -$283K | 1.85% | 13 |
|
|
2021
Q3 | $9.09M | Sell |
355,551
-1,551
| -0.4% | -$39.6K | 1.97% | 12 |
|
|
2021
Q2 | $9.32M | Sell |
357,102
-8,412
| -2% | -$219K | 2.18% | 11 |
|
|
2021
Q1 | $9.07M | Sell |
365,514
-16,089
| -4% | -$399K | 2.72% | 10 |
|
|
2020
Q4 | $8.67M | Sell |
381,603
-4,293
| -1% | -$97.6K | 3.58% | 10 |
|
|
2020
Q3 | $7.14M | Sell |
385,896
-10,509
| -3% | -$194K | 3.6% | 10 |
|
|
2020
Q2 | $6.95M | Sell |
396,405
-21,447
| -5% | -$376K | 3.74% | 10 |
|
|
2020
Q1 | $5.87M | Buy |
417,852
+6,591
| +2% | +$92.6K | 3.49% | 8 |
|
|
2019
Q4 | $8.25M | Buy |
+411,261
| New | +$8.25M | 5.14% | 7 |
|