MGO One Seven’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 | $243K | Hold |
8,663
| – | – | 0.01% | 1025 |
|
|
2025
Q1 | $227K | Sell |
8,663
-69
| -0.8% | -$1.81K | 0.01% | 964 |
|
|
2024
Q4 | $242K | Sell |
8,732
-10,504
| -55% | -$291K | 0.01% | 930 |
|
|
2024
Q3 | $533K | Sell |
19,236
-90
| -0.5% | -$2.49K | 0.02% | 567 |
|
|
2024
Q2 | $501K | Sell |
19,326
-7,344
| -28% | -$191K | 0.02% | 551 |
|
|
2024
Q1 | $724K | Buy |
+26,670
| New | +$724K | 0.04% | 421 |
|
|
2020
Q3 | – | Sell |
-16,167
| Closed | -$284K | – | 490 |
|
|
2020
Q2 | $284K | Sell |
16,167
-5,709
| -26% | -$100K | 0.07% | 338 |
|
|
2020
Q1 | $307K | Hold |
21,876
| – | – | 0.1% | 270 |
|
|
2019
Q4 | $438K | Hold |
21,876
| – | – | 0.11% | 245 |
|
|
2019
Q3 | $412K | Hold |
21,876
| – | – | 0.12% | 234 |
|
|
2019
Q2 | $416K | Hold |
21,876
| – | – | 0.13% | 215 |
|
|
2019
Q1 | $403K | Hold |
21,876
| – | – | 0.13% | 221 |
|
|
2018
Q4 | $349K | Hold |
21,876
| – | – | 0.15% | 156 |
|
|
2018
Q3 | $421K | Buy |
+21,876
| New | +$421K | 0.2% | 143 |
|