Oldfather Financial Services’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 | $1.5M | Sell |
53,464
-1,544
| -3% | -$43.3K | 0.52% | 30 |
|
|
2025
Q1 | $1.44M | Buy |
55,008
+1,998
| +4% | +$52.3K | 0.55% | 27 |
|
|
2024
Q4 | $1.47M | Sell |
53,010
-663
| -1% | -$18.4K | 0.56% | 26 |
|
|
2024
Q3 | $1.49M | Buy |
53,673
+1,266
| +2% | +$35.1K | 0.57% | 24 |
|
|
2024
Q2 | $1.36M | Buy |
52,407
+543
| +1% | +$14.1K | 0.56% | 25 |
|
|
2024
Q1 | $1.41M | Sell |
51,864
-642
| -1% | -$17.4K | 0.58% | 24 |
|
|
2023
Q4 | $1.32M | Buy |
52,506
+912
| +2% | +$22.9K | 0.59% | 25 |
|
|
2023
Q3 | $1.16M | Sell |
51,594
-4,536
| -8% | -$102K | 0.59% | 26 |
|
|
2023
Q2 | $1.33M | Buy |
56,130
+4,179
| +8% | +$98.9K | 0.65% | 23 |
|
|
2023
Q1 | $1.17M | Buy |
51,951
+2,826
| +6% | +$63.9K | 0.61% | 26 |
|
|
2022
Q4 | $1.07M | Buy |
49,125
+927
| +2% | +$20.3K | 0.61% | 26 |
|
|
2022
Q3 | $972K | Buy |
48,198
+1,950
| +4% | +$39.3K | 0.61% | 26 |
|
|
2022
Q2 | $1.04M | Buy |
46,248
+3,522
| +8% | +$79K | 0.59% | 26 |
|
|
2022
Q1 | $1.03M | Buy |
42,726
+825
| +2% | +$19.9K | 0.56% | 28 |
|
|
2021
Q4 | $1.07M | Buy |
41,901
+4,269
| +11% | +$109K | 0.56% | 29 |
|
|
2021
Q3 | $1.04M | Buy |
37,632
+192
| +0.5% | +$5.33K | 0.54% | 27 |
|
|
2021
Q2 | $984K | Buy |
37,440
+594
| +2% | +$15.6K | 0.54% | 27 |
|
|
2021
Q1 | $934K | Buy |
36,846
+9,024
| +32% | +$229K | 0.54% | 27 |
|
|
2020
Q4 | $676K | Buy |
27,822
+1,074
| +4% | +$26.1K | 0.4% | 30 |
|
|
2020
Q3 | $526K | Buy |
26,748
+93
| +0.3% | +$1.83K | 0.37% | 37 |
|
|
2020
Q2 | $493K | Buy |
26,655
+30
| +0.1% | +$555 | 0.38% | 35 |
|
|
2020
Q1 | $420K | Buy |
26,625
+7,296
| +38% | +$115K | 0.4% | 35 |
|
|
2019
Q4 | $389K | Buy |
+19,329
| New | +$389K | 0.36% | 38 |
|