Resurgent Financial Advisors’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 | $549K | Buy |
19,584
+2,687
| +16% | +$75.4K | 0.3% | 96 |
|
|
2025
Q1 | $443K | Buy |
16,897
+2,544
| +18% | +$66.7K | 0.27% | 107 |
|
|
2024
Q4 | $398K | Sell |
14,353
-125
| -0.9% | -$3.46K | 0.23% | 118 |
|
|
2024
Q3 | $401K | Buy |
14,478
+519
| +4% | +$14.4K | 0.23% | 127 |
|
|
2024
Q2 | $362K | Sell |
13,959
-8,559
| -38% | -$222K | 0.23% | 125 |
|
|
2024
Q1 | $611K | Buy |
22,518
+11,268
| +100% | +$306K | 0.33% | 88 |
|
|
2023
Q4 | $282K | Sell |
11,250
-534
| -5% | -$13.4K | 0.17% | 135 |
|
|
2023
Q3 | $266K | Sell |
11,784
-207
| -2% | -$4.67K | 0.18% | 122 |
|
|
2023
Q2 | $284K | Sell |
11,991
-597
| -5% | -$14.1K | 0.19% | 111 |
|
|
2023
Q1 | $285K | Sell |
12,588
-897
| -7% | -$20.3K | 0.19% | 111 |
|
|
2022
Q4 | $295K | Buy |
13,485
+1,938
| +17% | +$42.4K | 0.16% | 141 |
|
|
2022
Q3 | $233K | Buy |
11,547
+3
| +0% | +$61 | 0.16% | 162 |
|
|
2022
Q2 | $241K | Buy |
11,544
+1,983
| +21% | +$41.4K | 0.15% | 150 |
|
|
2022
Q1 | $242K | Buy |
9,561
+1,203
| +14% | +$30.4K | 0.15% | 148 |
|
|
2021
Q4 | $224K | Buy |
+8,358
| New | +$224K | 0.18% | 109 |
|