Orcam Financial Group’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 | $2.83M | Buy |
100,817
+125
| +0.1% | +$3.51K | 2.46% | 8 |
|
|
2025
Q1 | $2.64M | Buy |
100,692
+104
| +0.1% | +$2.73K | 2.47% | 8 |
|
|
2024
Q4 | $2.79M | Buy |
100,588
+136
| +0.1% | +$3.77K | 2.7% | 8 |
|
|
2024
Q3 | $2.78M | Buy |
100,452
+246
| +0.2% | +$6.81K | 2.7% | 7 |
|
|
2024
Q2 | $2.6M | Sell |
100,206
-3,918
| -4% | -$102K | 2.79% | 7 |
|
|
2024
Q1 | $2.83M | Buy |
104,124
+162
| +0.2% | +$4.4K | 3.09% | 6 |
|
|
2023
Q4 | $2.61M | Sell |
103,962
-13,890
| -12% | -$349K | 3.19% | 6 |
|
|
2023
Q3 | $2.66M | Buy |
117,852
+147
| +0.1% | +$3.32K | 3.58% | 6 |
|
|
2023
Q2 | $2.79M | Buy |
117,705
+162
| +0.1% | +$3.84K | 3.84% | 5 |
|
|
2023
Q1 | $2.66M | Sell |
117,543
-5,856
| -5% | -$132K | 3.69% | 6 |
|
|
2022
Q4 | $2.7M | Sell |
123,399
-681
| -0.5% | -$14.9K | 4.15% | 6 |
|
|
2022
Q3 | $2.5M | Buy |
124,080
+201
| +0.2% | +$4.06K | 4.25% | 6 |
|
|
2022
Q2 | $2.59M | Sell |
123,879
-14,814
| -11% | -$310K | 4.15% | 6 |
|
|
2022
Q1 | $3.51M | Sell |
138,693
-8,925
| -6% | -$226K | 5% | 5 |
|
|
2021
Q4 | $3.96M | Buy |
+147,618
| New | +$3.96M | 5.42% | 6 |
|