ORG Partners’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 | $47.5K | Hold |
1,680
| – | – | 0.01% | 556 |
|
|
2025
Q1 | $44.2K | Sell |
1,680
-3,475
| -67% | -$91.5K | 0.01% | 515 |
|
|
2024
Q4 | $143K | Buy |
5,155
+1
| +0% | +$28 | 0.02% | 368 |
|
|
2024
Q3 | $143K | Hold |
5,154
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $133K | Buy |
+5,154
| New | +$133K | 0.02% | 517 |
|
|
2024
Q1 | – | Sell |
-3,870
| Closed | -$97.2K | – | 996 |
|
|
2023
Q4 | $97.2K | Buy |
+3,870
| New | +$97.2K | 0.02% | 401 |
|
|
2023
Q3 | – | Sell |
-3,477
| Closed | -$82.6K | – | 1577 |
|
|
2023
Q2 | $82.6K | Buy |
+3,477
| New | +$82.6K | 0.01% | 567 |
|