Smart Portfolios LLC’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 | $531K | Buy |
18,925
+765
| +4% | +$21.5K | 0.53% | 59 |
|
|
2025
Q1 | $476K | Sell |
18,160
-20
| -0.1% | -$524 | 0.52% | 64 |
|
|
2024
Q4 | $504K | Buy |
18,180
+30
| +0.2% | +$831 | 0.53% | 62 |
|
|
2024
Q3 | $503K | Sell |
18,150
-90
| -0.5% | -$2.49K | 0.51% | 65 |
|
|
2024
Q2 | $473K | Buy |
18,240
+4,020
| +28% | +$104K | 0.48% | 65 |
|
|
2024
Q1 | $386K | Buy |
14,220
+5,010
| +54% | +$136K | 0.41% | 70 |
|
|
2023
Q4 | $229K | Buy |
+9,210
| New | +$229K | 0.27% | 82 |
|