Oakwell Private Wealth Management’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 | $507K | Hold |
18,063
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $473K | Hold |
18,063
| – | – | 0.13% | 50 |
|
|
2024
Q4 | $501K | Sell |
18,063
-978
| -5% | -$27.1K | 0.14% | 45 |
|
|
2024
Q3 | $527K | Sell |
19,041
-1,353
| -7% | -$37.5K | 0.15% | 43 |
|
|
2024
Q2 | $529K | Hold |
20,394
| – | – | 0.15% | 47 |
|
|
2024
Q1 | $554K | Sell |
20,394
-9
| -0% | -$244 | 0.17% | 42 |
|
|
2023
Q4 | $512K | Hold |
20,403
| – | – | 0.18% | 41 |
|
|
2023
Q3 | $460K | Hold |
20,403
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $483K | Sell |
20,403
-756
| -4% | -$17.9K | 0.2% | 40 |
|
|
2023
Q1 | $479K | Hold |
21,159
| – | – | 0.22% | 41 |
|
|
2022
Q4 | $463K | Hold |
21,159
| – | – | 0.22% | 40 |
|
|
2022
Q3 | $427K | Hold |
21,159
| – | – | 0.24% | 40 |
|
|
2022
Q2 | $442K | Sell |
21,159
-1,041
| -5% | -$21.7K | 0.25% | 40 |
|
|
2022
Q1 | $561K | Hold |
22,200
| – | – | 0.28% | 38 |
|
|
2021
Q4 | $595K | Sell |
22,200
-114
| -0.5% | -$3.06K | 0.3% | 36 |
|
|
2021
Q3 | $570K | Sell |
22,314
-4,932
| -18% | -$126K | 0.31% | 33 |
|
|
2021
Q2 | $711K | Hold |
27,246
| – | – | 0.46% | 35 |
|
|
2021
Q1 | $676K | Hold |
27,246
| – | – | 0.48% | 32 |
|
|
2020
Q4 | $619K | Buy |
+27,246
| New | +$619K | 0.49% | 34 |
|