Patrick M. Sweeney & Associates’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 | $327K | Buy |
11,399
+526
| +5% | +$15.1K | 0.23% | 111 |
|
|
2025
Q1 | $285K | Buy |
10,873
+1
| +0% | +$26 | 0.21% | 117 |
|
|
2024
Q4 | $301K | Buy |
10,872
+180
| +2% | +$4.99K | 0.23% | 113 |
|
|
2024
Q3 | $296K | Buy |
10,692
+1,671
| +19% | +$46.3K | 0.22% | 116 |
|
|
2024
Q2 | $224K | Buy |
9,021
+960
| +12% | +$23.8K | 0.18% | 127 |
|
|
2024
Q1 | $219K | Buy |
+8,061
| New | +$219K | 0.18% | 130 |
|