Planning Alternatives’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Planning Alternatives’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$737K	Sell	23,797 -734	-3%	-$23.4K	0.1%	52
2025 Q4	$738K	Sell	24,531 -601	-2%	-$17.9K	0.09%	48
2025 Q3	$745K	Sell	25,132 -187	-0.7%	-$5.44K	0.1%	43
2025 Q2	$710K	Sell	25,319 -178	-0.7%	-$4.7K	0.1%	42
2025 Q1	$668K	Sell	25,497 -167	-0.7%	-$4.65K	0.1%	40
2024 Q4	$711K	Sell	25,664 -295	-1%	-$8.41K	0.11%	33
2024 Q3	$719K	Sell	25,959 -1,062	-4%	-$28.2K	0.11%	34
2024 Q2	$701K	Sell	27,021 -99	-0.4%	-$2.59K	0.11%	30
2024 Q1	$736K	Sell	27,120 -567	-2%	-$14.5K	0.12%	30
2023 Q4	$695K	Sell	27,687 -3,816	-12%	-$87.4K	0.12%	29
2023 Q3	$711K	Sell	31,503 -213	-0.7%	-$5.05K	0.14%	28
2023 Q2	$751K	Sell	31,716 -5,568	-15%	-$125K	0.14%	27
2023 Q1	$843K	Sell	37,284 -5,208	-12%	-$120K	0.16%	27
2022 Q4	$929K	Sell	42,492 -5,304	-11%	-$116K	0.17%	27
2022 Q3	$964K	Sell	47,796 -105	-0.2%	-$2.34K	0.2%	21
2022 Q2	$1M	Sell	47,901 -825	-2%	-$19K	0.19%	22
2022 Q1	$1.23M	Sell	48,726 -786	-2%	-$19.7K	0.2%	22
2021 Q4	$1.33M	Sell	49,512 -804	-2%	-$21.4K	0.2%	21
2021 Q3	$1.29M	Sell	50,316 -300	-0.6%	-$7.84K	0.21%	20
2021 Q2	$1.32M	Sell	50,616 -2,931	-5%	-$75.7K	0.22%	20
2021 Q1	$1.33M	Sell	53,547 -2,100	-4%	-$50.9K	0.22%	23
2020 Q4	$1.26M	Sell	55,647 -15,573	-22%	-$325K	0.22%	24
2020 Q3	$1.32M	Sell	71,220 -115,401	-62%	-$2.14M	0.25%	25
2020 Q2	$3.27M	Sell	186,621 -47,556	-20%	-$775K	0.66%	22
2020 Q1	$3.29M	Buy	234,177 +4,761	+2%	+$87.2K	0.76%	21
2019 Q4	$4.6M	Sell	229,416 -1,242	-0.5%	-$24K	0.8%	21
2019 Q3	$4.35M	Sell	230,658 -1,836	-0.8%	-$34.7K	0.8%	20
2019 Q2	$4.42M	Sell	232,494 -7,707	-3%	-$144K	0.81%	20
2019 Q1	$4.43M	Sell	240,201 -69,828	-23%	-$1.25M	0.81%	20
2018 Q4	$4.95M	Sell	310,029 -92,364	-23%	-$1.61M	1.03%	20
2018 Q3	$7.76M	Sell	402,393 -2,451	-0.6%	-$46.7K	1.33%	18
2018 Q2	$7.41M	Sell	404,844 -60,351	-13%	-$1.09M	1.32%	19
2018 Q1	$8.2M	Sell	465,195 -236,199	-34%	-$4.24M	1.49%	18
2017 Q4	$12.5M	Sell	701,394 -38,001	-5%	-$656K	2.22%	14
2017 Q3	$12.3M	Sell	739,395 -9,840	-1%	-$160K	2.3%	14
2017 Q2	$12M	Sell	749,235 -150	-0%	-$2.38K	2.3%	14
2017 Q1	$11.8M	Sell	749,385 -15,108	-2%	-$235K	2.29%	14
2016 Q4	$11.5M	Sell	764,493 -26,151	-3%	-$383K	2.38%	13
2016 Q3	$11.5M	Sell	790,644 -12,627	-2%	-$183K	2.46%	14
2016 Q2	$11.2M	Sell	803,271 -16,677	-2%	-$230K	2.45%	14
2016 Q1	$11.1M	Sell	819,948 -161,766	-16%	-$2.04M	2.45%	14
2015 Q4	$13.1M	Sell	981,714 -88,542	-8%	-$1.2M	3.05%	14
2015 Q3	$13.9M	Sell	1,070,256 -335,607	-24%	-$4.66M	3.41%	13
2015 Q2	$20M	Sell	1,405,863 -65,061	-4%	-$941K	4.21%	8
2015 Q1	$21.2M	Buy	1,470,924 +34,596	+2%	+$483K	4.8%	7
2014 Q4	$19.5M	Buy	1,436,328 +95,097	+7%	+$1.25M	4.18%	10
2014 Q3	$17.3M	Buy	1,341,231 +81,402	+6%	+$1.08M	4.25%	10
2014 Q2	$16.9M	Sell	1,259,829 -484,728	-28%	-$6.25M	4.18%	10
2014 Q1	$22.5M	Buy	1,744,557 +48,177	+3%	+$608K	6.57%	5
2013 Q4	$21.2M	Sell	1,696,380 -948	-0.1%	-$11.4K	6.45%	6
2013 Q3	$19.6M	Buy	1,697,328 +6,114	+0.4%	+$68.9K	9.1%	5
2013 Q2	$18M	Buy	+1,691,214	New	+$18M	10.3%	4