Red Mountain Financial’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 | $752K | Sell |
26,817
-135
| -0.5% | -$3.79K | 0.84% | 32 |
|
|
2025
Q1 | $706K | Sell |
26,952
-254
| -0.9% | -$6.66K | 0.86% | 30 |
|
|
2024
Q4 | $754K | Sell |
27,206
-2,920
| -10% | -$80.9K | 0.81% | 30 |
|
|
2024
Q3 | $834K | Buy |
30,126
+9
| +0% | +$249 | 0.89% | 30 |
|
|
2024
Q2 | $781K | Buy |
+30,117
| New | +$781K | 0.94% | 30 |
|
|
2023
Q4 | $784K | Buy |
+31,245
| New | +$784K | 1.21% | 26 |
|