PFG 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 | $555K | Buy |
19,793
+4,391
| +29% | +$123K | 0.03% | 488 |
|
|
2025
Q1 | $404K | Buy |
15,402
+104
| +0.7% | +$2.73K | 0.03% | 582 |
|
|
2024
Q4 | $424K | Buy |
15,298
+1,003
| +7% | +$27.8K | 0.03% | 565 |
|
|
2024
Q3 | $396K | Buy |
14,295
+255
| +2% | +$7.06K | 0.03% | 584 |
|
|
2024
Q2 | $364K | Buy |
14,040
+3,312
| +31% | +$85.9K | 0.03% | 570 |
|
|
2024
Q1 | $291K | Sell |
10,728
-3,564
| -25% | -$96.7K | 0.02% | 750 |
|
|
2023
Q4 | $359K | Buy |
14,292
+1,683
| +13% | +$42.3K | 0.07% | 313 |
|
|
2023
Q3 | $284K | Sell |
12,609
-1,092
| -8% | -$24.6K | 0.05% | 362 |
|
|
2023
Q2 | $324K | Buy |
+13,701
| New | +$324K | 0.06% | 352 |
|