Slow Capital’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
Q1 | – | Sell |
-7,461
| Closed | -$207K | – | 121 |
|
|
2024
Q4 | $207K | Hold |
7,461
| – | – | 0.03% | 120 |
|
|
2024
Q3 | $207K | Buy |
+7,461
| New | +$207K | 0.03% | 122 |
|
|
2024
Q2 | – | Sell |
-7,461
| Closed | -$203K | – | 124 |
|
|
2024
Q1 | $203K | Buy |
+7,461
| New | +$203K | 0.03% | 122 |
|
|
2023
Q2 | – | Sell |
-7,461
| Closed | -$169K | – | 159 |
|
|
2023
Q1 | $169K | Buy |
+7,461
| New | +$169K | 0.03% | 136 |
|
|
2020
Q4 | – | Sell |
-2,709
| Closed | -$50K | – | 259 |
|
|
2020
Q3 | $50K | Buy |
+2,709
| New | +$50K | 0.01% | 188 |
|
|
2020
Q1 | – | Sell |
-17,901
| Closed | -$359K | – | 190 |
|
|
2019
Q4 | $359K | Buy |
17,901
+702
| +4% | +$14.1K | 0.11% | 165 |
|
|
2019
Q3 | $324K | Buy |
17,199
+6
| +0% | +$113 | 0.11% | 146 |
|
|
2019
Q2 | $327K | Sell |
17,193
-1,401
| -8% | -$26.6K | 0.13% | 150 |
|
|
2019
Q1 | $343K | Sell |
18,594
-3,675
| -17% | -$67.8K | 0.14% | 148 |
|
|
2018
Q4 | $356K | Buy |
22,269
+1,446
| +7% | +$23.1K | 0.17% | 127 |
|
|
2018
Q3 | $401K | Buy |
20,823
+5,184
| +33% | +$99.8K | 0.18% | 128 |
|
|
2018
Q2 | $286K | Sell |
15,639
-7,521
| -32% | -$138K | 0.15% | 130 |
|
|
2018
Q1 | $408K | Buy |
+23,160
| New | +$408K | 0.18% | 123 |
|