Principal Securities’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 | $608K | Sell |
21,686
-925
| -4% | -$25.9K | 0.01% | 781 |
|
|
2025
Q1 | $627K | Buy |
22,611
+48
| +0.2% | +$1.33K | 0.01% | 696 |
|
|
2024
Q4 | $625K | Sell |
22,563
-1,794
| -7% | -$49.7K | 0.01% | 691 |
|
|
2024
Q3 | $675K | Buy |
24,357
+1,431
| +6% | +$39.6K | 0.02% | 660 |
|
|
2024
Q2 | $595K | Sell |
22,926
-6,951
| -23% | -$180K | 0.02% | 640 |
|
|
2024
Q1 | $811K | Buy |
29,877
+3,852
| +15% | +$105K | 0.03% | 507 |
|
|
2023
Q4 | $653K | Buy |
+26,025
| New | +$653K | 0.02% | 517 |
|