Mirador Capital 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 | $445K | Sell |
15,862
-42
| -0.3% | -$1.18K | 0.07% | 148 |
|
|
2025
Q1 | $417K | Buy |
15,904
+167
| +1% | +$4.38K | 0.07% | 147 |
|
|
2024
Q4 | $436K | Buy |
15,737
+281
| +2% | +$7.79K | 0.08% | 137 |
|
|
2024
Q3 | $428K | Buy |
15,456
+1,710
| +12% | +$47.4K | 0.08% | 134 |
|
|
2024
Q2 | $357K | Sell |
13,746
-570
| -4% | -$14.8K | 0.07% | 142 |
|
|
2024
Q1 | $389K | Buy |
14,316
+702
| +5% | +$19.1K | 0.07% | 141 |
|
|
2023
Q4 | $342K | Buy |
+13,614
| New | +$342K | 0.07% | 138 |
|
|
2022
Q1 | – | Sell |
-8,712
| Closed | -$234K | – | 216 |
|
|
2021
Q4 | $234K | Buy |
8,712
+777
| +10% | +$20.9K | 0.05% | 194 |
|
|
2021
Q3 | $203K | Sell |
7,935
-48
| -0.6% | -$1.23K | 0.05% | 195 |
|
|
2021
Q2 | $208K | Buy |
+7,983
| New | +$208K | 0.05% | 193 |
|
|
2021
Q1 | – | Sell |
-9,846
| Closed | -$224K | – | 191 |
|
|
2020
Q4 | $224K | Buy |
+9,846
| New | +$224K | 0.06% | 164 |
|
|
2020
Q1 | – | Sell |
-10,302
| Closed | -$207K | – | 164 |
|
|
2019
Q4 | $207K | Buy |
+10,302
| New | +$207K | 0.08% | 168 |
|
|
2018
Q4 | – | Sell |
-10,497
| Closed | -$202K | – | 150 |
|
|
2018
Q3 | $202K | Buy |
+10,497
| New | +$202K | 0.1% | 152 |
|