SHJ
Sharkey, Howes & Javer’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 | $1.32M | Sell |
47,082
-3,546
| -7% | -$99.5K | 0.18% | 80 |
|
|
2025
Q1 | $1.33M | Sell |
50,628
-183
| -0.4% | -$4.8K | 0.19% | 76 |
|
|
2024
Q4 | $1.41M | Buy |
50,811
+33,874
| +200% | +$939K | 0.2% | 76 |
|
|
2024
Q3 | $1.41M | Sell |
16,937
-1,741
| -9% | -$145K | 0.2% | 71 |
|
|
2024
Q2 | $1.45M | Sell |
18,678
-1,430
| -7% | -$111K | 0.23% | 55 |
|
|
2024
Q1 | $1.64M | Sell |
20,108
-595
| -3% | -$48.5K | 0.27% | 53 |
|
|
2023
Q4 | $1.56M | Sell |
20,703
-140
| -0.7% | -$10.5K | 0.28% | 48 |
|
|
2023
Q3 | $1.41M | Sell |
20,843
-2,051
| -9% | -$139K | 0.27% | 53 |
|
|
2023
Q2 | $1.63M | Sell |
22,894
-1,611
| -7% | -$114K | 0.31% | 47 |
|
|
2023
Q1 | $1.66M | Sell |
24,505
-1,074
| -4% | -$72.9K | 0.36% | 42 |
|
|
2022
Q4 | $1.68M | Sell |
25,579
-1,599
| -6% | -$105K | 0.39% | 39 |
|
|
2022
Q3 | $1.65M | Buy |
27,178
+62
| +0.2% | +$3.75K | 0.36% | 42 |
|
|
2022
Q2 | $1.7M | Sell |
27,116
-1,798
| -6% | -$113K | 0.41% | 35 |
|
|
2022
Q1 | $2.19M | Sell |
28,914
-2,704
| -9% | -$205K | 0.5% | 31 |
|
|
2021
Q4 | $2.54M | Sell |
31,618
-1,378
| -4% | -$111K | 0.57% | 31 |
|
|
2021
Q3 | $2.53M | Buy |
32,996
+66
| +0.2% | +$5.06K | 0.65% | 27 |
|
|
2021
Q2 | $2.58M | Sell |
32,930
-5,928
| -15% | -$464K | 0.68% | 26 |
|
|
2021
Q1 | $2.89M | Sell |
38,858
-680
| -2% | -$50.6K | 0.9% | 26 |
|
|
2020
Q4 | $2.7M | Sell |
39,538
-1,868
| -5% | -$127K | 0.9% | 24 |
|
|
2020
Q3 | $2.3M | Sell |
41,406
-3,100
| -7% | -$172K | 0.87% | 24 |
|
|
2020
Q2 | $2.34M | Sell |
44,506
-10,787
| -20% | -$568K | 1.03% | 23 |
|
|
2020
Q1 | $2.33M | Sell |
55,293
-94,039
| -63% | -$3.96M | 1.22% | 19 |
|
|
2019
Q4 | $8.98M | Sell |
149,332
-9,641
| -6% | -$580K | 3.8% | 7 |
|
|
2019
Q3 | $8.99M | Sell |
158,973
-4,194
| -3% | -$237K | 3.88% | 7 |
|
|
2019
Q2 | $9.32M | Buy |
163,167
+6,773
| +4% | +$387K | 4.23% | 7 |
|
|
2019
Q1 | $8.66M | Sell |
156,394
-328,584
| -68% | -$18.2M | 4.04% | 7 |
|
|
2018
Q4 | $23.2M | Sell |
484,978
-143,973
| -23% | -$6.9M | 15.14% | 2 |
|
|
2018
Q3 | $36.4M | Sell |
628,951
-4,526
| -0.7% | -$262K | 19.02% | 1 |
|
|
2018
Q2 | $34.8M | Sell |
633,477
-12,239
| -2% | -$672K | 19.29% | 1 |
|
|
2018
Q1 | $34.1M | Sell |
645,716
-30,927
| -5% | -$1.64M | 19.29% | 1 |
|
|
2017
Q4 | $36M | Sell |
676,643
-177,400
| -21% | -$9.45M | 21.04% | 1 |
|
|
2017
Q3 | $43.2M | Buy |
854,043
+535
| +0.1% | +$27.1K | 22.79% | 1 |
|
|
2017
Q2 | $41.1M | Sell |
853,508
-93,685
| -10% | -$4.51M | 23.19% | 1 |
|
|
2017
Q1 | $44.8M | Buy |
947,193
+566,724
| +149% | +$26.8M | 23.72% | 1 |
|
|
2016
Q4 | $17.2M | Buy |
380,469
+63,688
| +20% | +$2.88M | 10.41% | 5 |
|
|
2016
Q3 | $13.8M | Buy |
316,781
+7,878
| +3% | +$343K | 8.35% | 5 |
|
|
2016
Q2 | $13M | Buy |
308,903
+93,421
| +43% | +$3.92M | 8.1% | 5 |
|
|
2016
Q1 | $8.75M | Sell |
215,482
-47,049
| -18% | -$1.91M | 6.42% | 6 |
|
|
2015
Q4 | $10.5M | Sell |
262,531
-54,248
| -17% | -$2.17M | 7.34% | 4 |
|
|
2015
Q3 | $12.9M | Sell |
316,779
-65,954
| -17% | -$2.69M | 9.96% | 5 |
|
|
2015
Q2 | $16.3M | Buy |
382,733
+63,201
| +20% | +$2.69M | 12.32% | 4 |
|
|
2015
Q1 | $13.8M | Buy |
+319,532
| New | +$13.8M | 8.85% | 4 |
|