NIM
Nicollet Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
122,133
-984
| -0.8% | -$27.6K | 1.15% | 28 |
|
|
2025
Q1 | $3.23M | Sell |
123,117
-2,004
| -2% | -$52.5K | 1.13% | 31 |
|
|
2024
Q4 | $3.47M | Buy |
125,121
+83,959
| +204% | +$2.33M | 1.19% | 30 |
|
|
2024
Q3 | $3.42M | Buy |
41,162
+1,254
| +3% | +$104K | 1.18% | 31 |
|
|
2024
Q2 | $3.11M | Sell |
39,908
-249
| -0.6% | -$19.4K | 1.16% | 30 |
|
|
2024
Q1 | $3.27M | Buy |
40,157
+386
| +1% | +$31.4K | 1.21% | 30 |
|
|
2023
Q4 | $3M | Buy |
39,771
+121
| +0.3% | +$9.12K | 1.22% | 31 |
|
|
2023
Q3 | $2.68M | Buy |
39,650
+839
| +2% | +$56.8K | 1.2% | 31 |
|
|
2023
Q2 | $2.76M | Buy |
38,811
+5,331
| +16% | +$379K | 1.23% | 29 |
|
|
2023
Q1 | $2.27M | Buy |
33,480
+4,907
| +17% | +$333K | 1.18% | 31 |
|
|
2022
Q4 | $1.88M | Buy |
28,573
+1,178
| +4% | +$77.3K | 1.08% | 30 |
|
|
2022
Q3 | $1.66M | Sell |
27,395
-4,043
| -13% | -$245K | 0.91% | 31 |
|
|
2022
Q2 | $1.97M | Buy |
31,438
+417
| +1% | +$26.2K | 1.06% | 29 |
|
|
2022
Q1 | $2.35M | Buy |
31,021
+3,306
| +12% | +$251K | 1.04% | 27 |
|
|
2021
Q4 | $2.23M | Buy |
27,715
+5,198
| +23% | +$418K | 0.9% | 30 |
|
|
2021
Q3 | $1.73M | Sell |
22,517
-528
| -2% | -$40.5K | 0.73% | 34 |
|
|
2021
Q2 | $1.8M | Buy |
23,045
+10,574
| +85% | +$828K | 0.73% | 35 |
|
|
2021
Q1 | $928K | Buy |
12,471
+2,181
| +21% | +$162K | 0.41% | 48 |
|
|
2020
Q4 | $702K | Buy |
10,290
+6,476
| +170% | +$442K | 0.32% | 51 |
|
|
2020
Q3 | $212K | Buy |
+3,814
| New | +$212K | 0.11% | 58 |
|