Sachetta’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 | $787K | Buy |
28,060
+3
| +0% | +$84 | 0.31% | 69 |
|
|
2025
Q1 | $735K | Sell |
28,057
-1,068
| -4% | -$28K | 0.3% | 71 |
|
|
2024
Q4 | $807K | Sell |
29,125
-521
| -2% | -$14.4K | 0.32% | 72 |
|
|
2024
Q3 | $821K | Sell |
29,646
-435
| -1% | -$12K | 0.33% | 68 |
|
|
2024
Q2 | $809K | Sell |
30,081
-1,440
| -5% | -$38.7K | 0.35% | 64 |
|
|
2024
Q1 | $791K | Hold |
31,521
| – | – | 0.38% | 55 |
|
|
2023
Q4 | $791K | Buy |
+31,521
| New | +$791K | 0.38% | 55 |
|