Nadler Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
333,762
-24,960
| -7% | -$795K | 1% | 20 |
|
|
2025
Q4 | $10.8M | Sell |
358,722
-395
| -0.1% | -$11.8K | 1% | 20 |
|
|
2025
Q3 | $10.6M | Sell |
359,117
-2,497
| -0.7% | -$72.7K | 1.01% | 20 |
|
|
2025
Q2 | $10.1M | Sell |
361,614
-763
| -0.2% | -$20.1K | 1.04% | 20 |
|
|
2025
Q1 | $9.49M | Buy |
362,377
+2,664
| +0.7% | +$74.2K | 1.05% | 19 |
|
|
2024
Q4 | $9.97M | Buy |
359,713
+9,778
| +3% | +$279K | 1.05% | 19 |
|
|
2024
Q3 | $9.69M | Sell |
349,935
-1,200
| -0.3% | -$31.9K | 1.07% | 19 |
|
|
2024
Q2 | $9.11M | Sell |
351,135
-1,320
| -0.4% | -$34.5K | 1.07% | 20 |
|
|
2024
Q1 | $9.57M | Sell |
352,455
-885
| -0.3% | -$22.6K | 1.18% | 19 |
|
|
2023
Q4 | $8.87M | Buy |
353,340
+3,624
| +1% | +$83K | 1.19% | 19 |
|
|
2023
Q3 | $7.89M | Sell |
349,716
-166,737
| -32% | -$3.95M | 1.2% | 19 |
|
|
2023
Q2 | $12.2M | Sell |
516,453
-629,949
| -55% | -$14.2M | 1.79% | 16 |
|
|
2023
Q1 | $25.9M | Sell |
1,146,402
-336,006
| -23% | -$7.74M | 4.13% | 12 |
|
|
2022
Q4 | $32.4M | Buy |
1,482,408
+69,546
| +5% | +$1.52M | 5.66% | 6 |
|
|
2022
Q3 | $28.5M | Buy |
1,412,862
+31,725
| +2% | +$708K | 5.42% | 6 |
|
|
2022
Q2 | $28.9M | Buy |
1,381,137
+18,069
| +1% | +$417K | 5.32% | 6 |
|
|
2022
Q1 | $34.5M | Buy |
1,363,068
+1,278
| +0.1% | +$32K | 5.4% | 6 |
|
|
2021
Q4 | $36.5M | Buy |
1,361,790
+26,373
| +2% | +$703K | 5.39% | 6 |
|
|
2021
Q3 | $34.1M | Buy |
1,335,417
+34,146
| +3% | +$892K | 5.57% | 6 |
|
|
2021
Q2 | $34M | Buy |
1,301,271
+43,431
| +3% | +$1.12M | 5.56% | 6 |
|
|
2021
Q1 | $31.2M | Buy |
1,257,840
+20,910
| +2% | +$507K | 5.58% | 6 |
|
|
2020
Q4 | $28.1M | Buy |
1,236,930
+36,636
| +3% | +$764K | 5.37% | 7 |
|
|
2020
Q3 | $22.2M | Buy |
1,200,294
+4,737
| +0.4% | +$87.8K | 4.92% | 8 |
|
|
2020
Q2 | $21M | Sell |
1,195,557
-97,155
| -8% | -$1.58M | 5.24% | 7 |
|
|
2020
Q1 | $18.2M | Sell |
1,292,712
-99,645
| -7% | -$1.82M | 5.58% | 7 |
|
|
2019
Q4 | $27.9M | Sell |
1,392,357
-27,705
| -2% | -$536K | 6.9% | 6 |
|
|
2019
Q3 | $26.8M | Buy |
1,420,062
+49,332
| +4% | +$932K | 7.45% | 5 |
|
|
2019
Q2 | $26.1M | Buy |
1,370,730
+66,234
| +5% | +$1.24M | 7.55% | 5 |
|
|
2019
Q1 | $24.1M | Sell |
1,304,496
-9,291
| -0.7% | -$166K | 7.67% | 5 |
|
|
2018
Q4 | $21M | Buy |
1,313,787
+9,960
| +0.8% | +$174K | 6.89% | 8 |
|
|
2018
Q3 | $25.1M | Buy |
1,303,827
+18,720
| +1% | +$357K | 6.8% | 7 |
|
|
2018
Q2 | $23.5M | Buy |
1,285,107
+79,968
| +7% | +$1.45M | 6.66% | 7 |
|
|
2018
Q1 | $21.2M | Buy |
1,205,139
+18,405
| +2% | +$331K | 6.54% | 7 |
|
|
2017
Q4 | $21.1M | Buy |
1,186,734
+45
| +0% | +$777 | 6.43% | 7 |
|
|
2017
Q3 | $19.8M | Buy |
1,186,689
+52,065
| +5% | +$846K | 6.53% | 7 |
|
|
2017
Q2 | $18.2M | Buy |
1,134,624
+23,571
| +2% | +$375K | 6.2% | 7 |
|
|
2017
Q1 | $17.5M | Buy |
1,111,053
+33,030
| +3% | +$515K | 6.12% | 7 |
|
|
2016
Q4 | $16.2M | Buy |
1,078,023
+177,354
| +20% | +$2.6M | 6.02% | 8 |
|
|
2016
Q3 | $13.1M | Buy |
900,669
+326,901
| +57% | +$4.73M | 5.15% | 8 |
|
|
2016
Q2 | $8.04M | Buy |
573,768
+143,271
| +33% | +$1.97M | 3.39% | 9 |
|
|
2016
Q1 | $5.83M | Buy |
430,497
+38,007
| +10% | +$480K | 2.55% | 10 |
|
|
2015
Q4 | $5.24M | Buy |
392,490
+123,837
| +46% | +$1.68M | 2.37% | 10 |
|
|
2015
Q3 | $3.48M | Buy |
268,653
+198,885
| +285% | +$2.76M | 1.74% | 11 |
|
|
2015
Q2 | $992K | Buy |
69,768
+40,932
| +142% | +$592K | 0.47% | 22 |
|
|
2015
Q1 | $415K | Buy |
+28,836
| New | +$402K | 0.2% | 47 |
|
Other funds holding SCHM
MGIA
AA
LWMT
