&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 | $268K | Sell |
9,562
-4,771
| -33% | -$134K | ﹤0.01% | 1680 |
|
|
2025
Q1 | $375K | Sell |
14,333
-2,931
| -17% | -$76.7K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $484K | Buy |
17,264
+1,979
| +13% | +$55.5K | 0.01% | 1085 |
|
|
2024
Q3 | $423K | Buy |
15,285
+2,985
| +24% | +$82.7K | 0.01% | 942 |
|
|
2024
Q2 | $319K | Buy |
12,300
+2,043
| +20% | +$53K | 0.01% | 688 |
|
|
2024
Q1 | $279K | Buy |
+10,257
| New | +$279K | 0.04% | 384 |
|