Noble Family Wealth’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 | $19M | Buy |
677,169
+54,801
| +9% | +$1.54M | 4.64% | 8 |
|
|
2025
Q1 | $16.3M | Sell |
622,368
-48,439
| -7% | -$1.27M | 4.49% | 8 |
|
|
2024
Q4 | $18.6M | Sell |
670,807
-61,736
| -8% | -$1.71M | 5.11% | 7 |
|
|
2024
Q3 | $20.3M | Sell |
732,543
-39,540
| -5% | -$1.1M | 5.46% | 6 |
|
|
2024
Q2 | $20M | Sell |
772,083
-116,694
| -13% | -$3.03M | 5.77% | 7 |
|
|
2024
Q1 | $24.1M | Sell |
888,777
-122,163
| -12% | -$3.32M | 6.87% | 4 |
|
|
2023
Q4 | $25.4M | Sell |
1,010,940
-5,112
| -0.5% | -$128K | 7.69% | 4 |
|
|
2023
Q3 | $22.9M | Sell |
1,016,052
-3,336
| -0.3% | -$75.3K | 7.73% | 4 |
|
|
2023
Q2 | $24.1M | Buy |
1,019,388
+34,131
| +3% | +$808K | 7.85% | 3 |
|
|
2023
Q1 | $22.3M | Buy |
+985,257
| New | +$22.3M | 7.6% | 4 |
|