SF
Schaeffer Financial’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 | $6.82M | Buy |
243,219
+11,790
| +5% | +$331K | 6.66% | 6 |
|
|
2025
Q1 | $6.06M | Sell |
231,429
-91,290
| -28% | -$2.39M | 6.69% | 6 |
|
|
2024
Q4 | $8.94M | Buy |
322,719
+216,789
| +205% | +$6.01M | 8.92% | 6 |
|
|
2024
Q3 | $8.8M | Buy |
105,930
+1,121
| +1% | +$93.1K | 8.94% | 6 |
|
|
2024
Q2 | $8.16M | Sell |
104,809
-7,050
| -6% | -$549K | 8.85% | 6 |
|
|
2024
Q1 | $9.11M | Sell |
111,859
-343
| -0.3% | -$27.9K | 9.07% | 6 |
|
|
2023
Q4 | $8.45M | Buy |
+112,202
| New | +$8.45M | 8.95% | 6 |
|