Panoramic Investment Advisors’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 | $1.8M | Buy |
64,026
+7,030
| +12% | +$197K | 1.1% | 32 |
|
|
2025
Q1 | $1.49M | Buy |
56,996
+50
| +0.1% | +$1.31K | 1.01% | 33 |
|
|
2024
Q4 | $1.58M | Buy |
56,946
+948
| +2% | +$26.3K | 1.03% | 33 |
|
|
2024
Q3 | $1.55M | Buy |
+55,998
| New | +$1.55M | 1.07% | 31 |
|
|
2024
Q1 | $1.44M | Buy |
53,082
+1,554
| +3% | +$42.2K | 1.06% | 30 |
|
|
2023
Q4 | $1.29M | Sell |
51,528
-78
| -0.2% | -$1.96K | 1.12% | 30 |
|
|
2023
Q3 | $1.16M | Buy |
+51,606
| New | +$1.16M | 1.07% | 29 |
|
|
2022
Q4 | $1.16M | Buy |
+53,148
| New | +$1.16M | 1.19% | 22 |
|