Pachira Investments’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 | $509K | Buy |
18,133
+119
| +0.7% | +$3.34K | 0.38% | 38 |
|
|
2025
Q1 | $471K | Hold |
18,014
| – | – | 0.33% | 38 |
|
|
2024
Q4 | $498K | Buy |
18,014
+74
| +0.4% | +$2.05K | 0.31% | 39 |
|
|
2024
Q3 | $497K | Buy |
17,940
+126
| +0.7% | +$3.49K | 0.38% | 32 |
|
|
2024
Q2 | $462K | Hold |
17,814
| – | – | 0.41% | 30 |
|
|
2024
Q1 | $484K | Buy |
17,814
+57
| +0.3% | +$1.55K | 0.4% | 30 |
|
|
2023
Q4 | $446K | Buy |
17,757
+84
| +0.5% | +$2.11K | 0.39% | 30 |
|
|
2023
Q3 | $399K | Buy |
17,673
+69
| +0.4% | +$1.56K | 0.45% | 27 |
|
|
2023
Q2 | $417K | Sell |
17,604
-222
| -1% | -$5.26K | 0.45% | 23 |
|
|
2023
Q1 | $403K | Buy |
17,826
+360
| +2% | +$8.14K | 1.74% | 16 |
|
|
2022
Q4 | $382K | Buy |
17,466
+87
| +0.5% | +$1.9K | 1.93% | 18 |
|
|
2022
Q3 | $351K | Hold |
17,379
| – | – | 1.56% | 15 |
|
|
2022
Q2 | $363K | Hold |
17,379
| – | – | 0.56% | 16 |
|
|
2022
Q1 | $439K | Hold |
17,379
| – | – | 0.34% | 17 |
|
|
2021
Q4 | $466K | Hold |
17,379
| – | – | 0.3% | 19 |
|
|
2021
Q3 | $444K | Hold |
17,379
| – | – | 0.32% | 18 |
|
|
2021
Q2 | $453K | Hold |
17,379
| – | – | 0.32% | 19 |
|
|
2021
Q1 | $431K | Hold |
17,379
| – | – | 0.32% | 19 |
|
|
2020
Q4 | $395K | Hold |
17,379
| – | – | 0.38% | 14 |
|
|
2020
Q3 | $321K | Hold |
17,379
| – | – | 0.42% | 13 |
|
|
2020
Q2 | $305K | Hold |
17,379
| – | – | 0.54% | 12 |
|
|
2020
Q1 | $244K | Hold |
17,379
| – | – | 0.98% | 9 |
|
|
2019
Q4 | $348K | Buy |
17,379
+1,767
| +11% | +$35.4K | 0.29% | 11 |
|
|
2019
Q3 | $294K | Buy |
15,612
+1,059
| +7% | +$19.9K | 0.33% | 11 |
|
|
2019
Q2 | $277K | Hold |
14,553
| – | – | 0.31% | 10 |
|
|
2019
Q1 | $269K | Hold |
14,553
| – | – | 0.24% | 11 |
|
|
2018
Q4 | $233K | Buy |
+14,553
| New | +$233K | 0.3% | 10 |
|