NBC Securities’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 | $30K | Buy |
1,088
+335
| +44% | +$9.24K | ﹤0.01% | 1532 |
|
|
2025
Q1 | $19K | Buy |
+753
| New | +$19K | ﹤0.01% | 1518 |
|
|
2024
Q4 | – | Sell |
-753
| Closed | -$20K | – | 1923 |
|
|
2024
Q3 | $20K | Hold |
753
| – | – | ﹤0.01% | 1513 |
|
|
2024
Q2 | $19K | Hold |
753
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q1 | $21K | Hold |
753
| – | – | ﹤0.01% | 1459 |
|
|
2023
Q4 | $18K | Sell |
753
-888
| -54% | -$21.2K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $37K | Buy |
+1,641
| New | +$37K | ﹤0.01% | 1224 |
|