PMFA
Plante Moran Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
626,183
+465,582
| +290% | +$13.1M | 1.23% | 8 |
|
|
2025
Q1 | $4.21M | Buy |
160,601
+34,912
| +28% | +$915K | 0.36% | 15 |
|
|
2024
Q4 | $3.48M | Buy |
125,689
+83,133
| +195% | +$2.3M | 0.29% | 19 |
|
|
2024
Q3 | $3.54M | Buy |
42,556
+1,588
| +4% | +$132K | 0.3% | 19 |
|
|
2024
Q2 | $3.19M | Buy |
40,968
+620
| +2% | +$48.3K | 0.32% | 19 |
|
|
2024
Q1 | $3.29M | Sell |
40,348
-1,476
| -4% | -$120K | 0.35% | 18 |
|
|
2023
Q4 | $3.15M | Sell |
41,824
-6,262
| -13% | -$472K | 0.33% | 21 |
|
|
2023
Q3 | $3.25M | Sell |
48,086
-1
| -0% | -$68 | 0.39% | 17 |
|
|
2023
Q2 | $3.42M | Sell |
48,087
-1,486
| -3% | -$106K | 0.4% | 17 |
|
|
2023
Q1 | $3.36M | Sell |
49,573
-221
| -0.4% | -$15K | 0.46% | 17 |
|
|
2022
Q4 | $3.27M | Sell |
49,794
-13,453
| -21% | -$883K | 0.47% | 19 |
|
|
2022
Q3 | $3.83M | Buy |
63,247
+9,857
| +18% | +$597K | 0.66% | 17 |
|
|
2022
Q2 | $3.35M | Buy |
53,390
+19,688
| +58% | +$1.23M | 0.56% | 18 |
|
|
2022
Q1 | $2.56M | Buy |
33,702
+29,470
| +696% | +$2.24M | 0.48% | 23 |
|
|
2021
Q4 | $340K | Buy |
4,232
+4,117
| +3,580% | +$331K | 0.06% | 125 |
|
|
2021
Q3 | $9K | Hold |
115
| – | – | ﹤0.01% | 714 |
|
|
2021
Q2 | $9K | Hold |
115
| – | – | ﹤0.01% | 696 |
|
|
2021
Q1 | $9K | Buy |
115
+111
| +2,775% | +$8.69K | ﹤0.01% | 675 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 928 |
|
|
2020
Q2 | $0 | Sell |
4
-476
| -99% | – | ﹤0.01% | 853 |
|
|
2020
Q1 | $20K | Buy |
480
+202
| +73% | +$8.42K | 0.01% | 388 |
|
|
2019
Q4 | $17K | Sell |
278
-376
| -57% | -$23K | 0.01% | 487 |
|
|
2019
Q3 | $37K | Buy |
654
+284
| +77% | +$16.1K | 0.01% | 393 |
|
|
2019
Q2 | $21K | Buy |
370
+117
| +46% | +$6.64K | 0.01% | 469 |
|
|
2019
Q1 | $14K | Buy |
253
+59
| +30% | +$3.27K | ﹤0.01% | 519 |
|
|
2018
Q4 | $9K | Hold |
194
| – | – | ﹤0.01% | 518 |
|
|
2018
Q3 | $11K | Buy |
+194
| New | +$11K | ﹤0.01% | 486 |
|