Rede Wealth’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 | $1.01M | Buy |
35,930
+3,002
| +9% | +$84.2K | 0.36% | 31 |
|
|
2025
Q1 | $863K | Buy |
32,928
+582
| +2% | +$15.2K | 0.3% | 33 |
|
|
2024
Q4 | $896K | Sell |
32,346
-942
| -3% | -$26.1K | 0.34% | 30 |
|
|
2024
Q3 | $922K | Buy |
33,288
+4,389
| +15% | +$122K | 0.35% | 31 |
|
|
2024
Q2 | $750K | Sell |
28,899
-2,349
| -8% | -$60.9K | 0.69% | 32 |
|
|
2024
Q1 | $848K | Sell |
31,248
-7,524
| -19% | -$204K | 0.36% | 32 |
|
|
2023
Q4 | $973K | Sell |
38,772
-32,094
| -45% | -$806K | 0.46% | 28 |
|
|
2023
Q3 | $1.6M | Buy |
70,866
+3,975
| +6% | +$89.7K | 0.8% | 17 |
|
|
2023
Q2 | $1.58M | Sell |
66,891
-5,055
| -7% | -$120K | 0.75% | 17 |
|
|
2023
Q1 | $1.63M | Buy |
71,946
+9,660
| +16% | +$218K | 0.85% | 16 |
|
|
2022
Q4 | $1.36M | Buy |
62,286
+23,157
| +59% | +$506K | 0.73% | 18 |
|
|
2022
Q3 | $789K | Buy |
39,129
+5,331
| +16% | +$107K | 0.47% | 26 |
|
|
2022
Q2 | $707K | Buy |
+33,798
| New | +$707K | 0.41% | 31 |
|