Murphy Middleton Hinkle & Parker’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 | $1.66M | Hold |
63,380
| – | – | 0.93% | 29 |
|
|
2025
Q1 | $1.66M | Sell |
63,380
-1,365
| -2% | -$35.8K | 0.93% | 29 |
|
|
2024
Q4 | $1.79M | Sell |
64,745
-1,192
| -2% | -$33K | 1.01% | 27 |
|
|
2024
Q3 | $1.83M | Sell |
65,937
-1,422
| -2% | -$39.4K | 0.98% | 28 |
|
|
2024
Q2 | $1.75M | Sell |
67,359
-120
| -0.2% | -$3.11K | 1.02% | 29 |
|
|
2024
Q1 | $1.83M | Sell |
67,479
-351
| -0.5% | -$9.53K | 1.07% | 30 |
|
|
2023
Q4 | $1.7M | Sell |
67,830
-687
| -1% | -$17.2K | 1.05% | 29 |
|
|
2023
Q3 | $1.55M | Buy |
68,517
+3
| +0% | +$68 | 0.99% | 31 |
|
|
2023
Q2 | $1.62M | Buy |
68,514
+21
| +0% | +$497 | 1.01% | 33 |
|
|
2023
Q1 | $1.55M | Sell |
68,493
-1,257
| -2% | -$28.4K | 0.96% | 34 |
|
|
2022
Q4 | $1.53M | Buy |
69,750
+1,044
| +2% | +$22.8K | 0.96% | 36 |
|
|
2022
Q3 | $1.39M | Buy |
68,706
+2,151
| +3% | +$43.4K | 0.96% | 35 |
|
|
2022
Q2 | $1.39M | Buy |
66,555
+1,998
| +3% | +$41.8K | 0.9% | 36 |
|
|
2022
Q1 | $1.63M | Buy |
64,557
+1,728
| +3% | +$43.7K | 0.88% | 36 |
|
|
2021
Q4 | $1.68M | Buy |
62,829
+5,094
| +9% | +$137K | 0.9% | 36 |
|
|
2021
Q3 | $1.48M | Buy |
57,735
+4,602
| +9% | +$118K | 0.85% | 41 |
|
|
2021
Q2 | $1.39M | Buy |
53,133
+9,078
| +21% | +$237K | 0.77% | 43 |
|
|
2021
Q1 | $1.09M | Buy |
44,055
+17,265
| +64% | +$428K | 0.64% | 49 |
|
|
2020
Q4 | $609K | Buy |
26,790
+357
| +1% | +$8.12K | 0.41% | 75 |
|
|
2020
Q3 | $489K | Sell |
26,433
-1,131
| -4% | -$20.9K | 0.36% | 83 |
|
|
2020
Q2 | $483K | Buy |
27,564
+363
| +1% | +$6.36K | 0.36% | 84 |
|
|
2020
Q1 | $382K | Buy |
27,201
+3,057
| +13% | +$42.9K | 0.34% | 86 |
|
|
2019
Q4 | $484K | Buy |
24,144
+2,322
| +11% | +$46.5K | 0.32% | 84 |
|
|
2019
Q3 | $411K | Sell |
21,822
-795
| -4% | -$15K | 0.29% | 88 |
|
|
2019
Q2 | $430K | Buy |
22,617
+759
| +3% | +$14.4K | 0.31% | 85 |
|
|
2019
Q1 | $404K | Buy |
21,858
+117
| +0.5% | +$2.16K | 0.28% | 88 |
|
|
2018
Q4 | $347K | Buy |
21,741
+27
| +0.1% | +$431 | 0.26% | 94 |
|
|
2018
Q3 | $419K | Sell |
21,714
-5,601
| -21% | -$108K | 0.3% | 88 |
|
|
2018
Q2 | $500K | Buy |
27,315
+558
| +2% | +$10.2K | 0.37% | 75 |
|
|
2018
Q1 | $472K | Buy |
26,757
+1,533
| +6% | +$27K | 0.37% | 75 |
|
|
2017
Q4 | $448K | Buy |
+25,224
| New | +$448K | 0.33% | 78 |
|