Peterson Wealth 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 | $6.63M | Buy |
236,356
+6,305
| +3% | +$177K | 1.09% | 16 |
|
|
2025
Q1 | $5.39M | Buy |
230,051
+45,984
| +25% | +$1.08M | 1.04% | 16 |
|
|
2024
Q4 | $5.16M | Buy |
184,067
+9,656
| +6% | +$271K | 0.93% | 17 |
|
|
2024
Q3 | $4.83M | Buy |
174,411
+699
| +0.4% | +$19.4K | 0.91% | 17 |
|
|
2024
Q2 | $4.51M | Sell |
173,712
-2,241
| -1% | -$58.1K | 0.95% | 16 |
|
|
2024
Q1 | $4.78M | Sell |
175,953
-681
| -0.4% | -$18.5K | 1.01% | 16 |
|
|
2023
Q4 | $4.43M | Sell |
176,634
-22,764
| -11% | -$572K | 1.05% | 15 |
|
|
2023
Q3 | $4.5M | Buy |
199,398
+10,500
| +6% | +$237K | 1.21% | 13 |
|
|
2023
Q2 | $4.49M | Buy |
188,898
+2,562
| +1% | +$60.8K | 1.19% | 13 |
|
|
2023
Q1 | $4.21M | Buy |
186,336
+5,004
| +3% | +$113K | 1.16% | 13 |
|
|
2022
Q4 | $3.97M | Buy |
181,332
+28,419
| +19% | +$622K | 1.2% | 13 |
|
|
2022
Q3 | $3.09M | Buy |
152,913
+62,121
| +68% | +$1.25M | 1.04% | 16 |
|
|
2022
Q2 | $1.9M | Buy |
90,792
+6,279
| +7% | +$131K | 0.63% | 18 |
|
|
2022
Q1 | $2.14M | Sell |
84,513
-186
| -0.2% | -$4.7K | 0.63% | 19 |
|
|
2021
Q4 | $2.27M | Sell |
84,699
-1,290
| -2% | -$34.6K | 0.66% | 21 |
|
|
2021
Q3 | $2.2M | Buy |
85,989
+3,885
| +5% | +$99.3K | 0.73% | 19 |
|
|
2021
Q2 | $2.14M | Sell |
82,104
-3,321
| -4% | -$86.6K | 0.76% | 19 |
|
|
2021
Q1 | $2.12M | Sell |
85,425
-288
| -0.3% | -$7.14K | 0.86% | 16 |
|
|
2020
Q4 | $1.95M | Sell |
85,713
-15
| -0% | -$341 | 0.86% | 17 |
|
|
2020
Q3 | $1.59M | Sell |
85,728
-201
| -0.2% | -$3.72K | 0.81% | 18 |
|
|
2020
Q2 | $1.51M | Buy |
85,929
+46,227
| +116% | +$811K | 0.8% | 18 |
|
|
2020
Q1 | $558K | Buy |
+39,702
| New | +$558K | 0.36% | 28 |
|