SC
Savant Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
486,504
-12,136
| -2% | -$340K | 0.08% | 152 |
|
|
2025
Q1 | $13.1M | Sell |
498,640
-9,395
| -2% | -$246K | 0.09% | 139 |
|
|
2024
Q4 | $14.1M | Buy |
508,035
+333,161
| +191% | +$9.23M | 0.11% | 122 |
|
|
2024
Q3 | $14.5M | Sell |
174,874
-1,749
| -1% | -$145K | 0.12% | 120 |
|
|
2024
Q2 | $13.7M | Sell |
176,623
-5,029
| -3% | -$391K | 0.14% | 113 |
|
|
2024
Q1 | $14.8M | Sell |
181,652
-3,117
| -2% | -$254K | 0.17% | 100 |
|
|
2023
Q4 | $13.9M | Sell |
184,769
-12,537
| -6% | -$944K | 0.18% | 96 |
|
|
2023
Q3 | $13.4M | Buy |
197,306
+84,277
| +75% | +$5.7M | 0.2% | 98 |
|
|
2023
Q2 | $8.03M | Buy |
113,029
+2,919
| +3% | +$207K | 0.13% | 122 |
|
|
2023
Q1 | $7.47M | Sell |
110,110
-28,912
| -21% | -$1.96M | 0.14% | 113 |
|
|
2022
Q4 | $9.12M | Sell |
139,022
-108,060
| -44% | -$7.09M | 0.22% | 60 |
|
|
2022
Q3 | $15M | Sell |
247,082
-40,559
| -14% | -$2.46M | 0.47% | 39 |
|
|
2022
Q2 | $18M | Sell |
287,641
-718
| -0.2% | -$45K | 0.55% | 33 |
|
|
2022
Q1 | $21.9M | Buy |
288,359
+716
| +0.2% | +$54.3K | 0.72% | 29 |
|
|
2021
Q4 | $23.1M | Buy |
287,643
+280,877
| +4,151% | +$22.6M | 0.75% | 32 |
|
|
2021
Q3 | $519K | Buy |
+6,766
| New | +$519K | 0.02% | 320 |
|