Miracle Mile 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 | $3.23M | Sell |
115,204
-5,924
| -5% | -$166K | 0.05% | 203 |
|
|
2025
Q1 | $3.17M | Sell |
121,128
-13,661
| -10% | -$358K | 0.06% | 170 |
|
|
2024
Q4 | $3.74M | Sell |
134,789
-74,242
| -36% | -$2.06M | 0.08% | 165 |
|
|
2024
Q3 | $5.79M | Sell |
209,031
-2,631
| -1% | -$72.9K | 0.13% | 98 |
|
|
2024
Q2 | $5.49M | Sell |
211,662
-1,344
| -0.6% | -$34.9K | 0.13% | 97 |
|
|
2024
Q1 | $5.78M | Sell |
213,006
-20,454
| -9% | -$555K | 0.15% | 100 |
|
|
2023
Q4 | $5.86M | Sell |
233,460
-55,857
| -19% | -$1.4M | 0.16% | 95 |
|
|
2023
Q3 | $6.53M | Sell |
289,317
-73,155
| -20% | -$1.65M | 0.2% | 89 |
|
|
2023
Q2 | $8.58M | Sell |
362,472
-97,872
| -21% | -$2.32M | 0.26% | 79 |
|
|
2023
Q1 | $10.4M | Sell |
460,344
-2,307
| -0.5% | -$52.2K | 0.34% | 70 |
|
|
2022
Q4 | $10.1M | Sell |
462,651
-585
| -0.1% | -$12.8K | 0.35% | 71 |
|
|
2022
Q3 | $9.35M | Buy |
463,236
+19,227
| +4% | +$388K | 0.44% | 50 |
|
|
2022
Q2 | $9.28M | Buy |
444,009
+47,826
| +12% | +$1M | 0.44% | 53 |
|
|
2022
Q1 | $10M | Buy |
396,183
+8,358
| +2% | +$211K | 0.43% | 51 |
|
|
2021
Q4 | $10.4M | Sell |
387,825
-4,368
| -1% | -$117K | 0.41% | 57 |
|
|
2021
Q3 | $10M | Buy |
392,193
+14,094
| +4% | +$360K | 0.48% | 48 |
|
|
2021
Q2 | $9.87M | Buy |
378,099
+24,357
| +7% | +$636K | 0.52% | 42 |
|
|
2021
Q1 | $8.78M | Buy |
353,742
+23,316
| +7% | +$578K | 0.5% | 44 |
|
|
2020
Q4 | $7.51M | Buy |
330,426
+17,616
| +6% | +$400K | 0.46% | 53 |
|
|
2020
Q3 | $5.79M | Buy |
+312,810
| New | +$5.79M | 0.4% | 60 |
|