Merit Financial Group’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 | $6.01M | Buy |
214,398
+101,229
| +89% | +$2.84M | 0.07% | 225 |
|
|
2025
Q1 | $2.97M | Buy |
+113,169
| New | +$2.97M | 0.04% | 329 |
|
|
2023
Q1 | – | Sell |
-29,082
| Closed | -$636K | – | 706 |
|
|
2022
Q4 | $636K | Buy |
29,082
+258
| +0.9% | +$5.64K | 0.02% | 375 |
|
|
2022
Q3 | $582K | Sell |
28,824
-20,781
| -42% | -$420K | 0.03% | 328 |
|
|
2022
Q2 | $1.04M | Buy |
+49,605
| New | +$1.04M | 0.03% | 246 |
|