Silver Oak Securities’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 | $5.29M | Sell |
188,453
-2,502
| -1% | -$70.2K | 0.43% | 49 |
|
|
2025
Q1 | $5M | Sell |
190,955
-10,137
| -5% | -$265K | 0.46% | 48 |
|
|
2024
Q4 | $5.56M | Sell |
201,092
-10,507
| -5% | -$291K | 0.52% | 42 |
|
|
2024
Q3 | $5.86M | Buy |
211,599
+30,633
| +17% | +$849K | 0.62% | 38 |
|
|
2024
Q2 | $4.69M | Buy |
180,966
+2,538
| +1% | +$65.8K | 0.7% | 34 |
|
|
2024
Q1 | $4.84M | Sell |
178,428
-12,840
| -7% | -$349K | 0.74% | 32 |
|
|
2023
Q4 | $4.8M | Buy |
191,268
+30,963
| +19% | +$777K | 0.64% | 36 |
|
|
2023
Q3 | $3.62M | Buy |
160,305
+1,185
| +0.7% | +$26.7K | 0.79% | 25 |
|
|
2023
Q2 | $3.77M | Buy |
159,120
+31,740
| +25% | +$751K | 0.61% | 32 |
|
|
2023
Q1 | $2.88M | Buy |
127,380
+20,733
| +19% | +$469K | 0.47% | 48 |
|
|
2022
Q4 | $2.33M | Sell |
106,647
-53,658
| -33% | -$1.17M | 0.44% | 45 |
|
|
2022
Q3 | $3.62M | Buy |
160,305
+68,487
| +75% | +$1.55M | 0.79% | 25 |
|
|
2022
Q2 | $2.03M | Buy |
91,818
+34,962
| +61% | +$774K | 0.46% | 41 |
|
|
2022
Q1 | $1.4M | Buy |
+56,856
| New | +$1.4M | 0.29% | 77 |
|