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Smith Anglin Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smith Anglin Financial’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Sell
52,088
-3,643
-7% -$96.1K 0.13% 64
2025
Q1 		$1.46M Sell
55,731
-17
-0% -$473 0.15% 57
2024
Q4 		$1.54M Buy
55,748
+167
+0.3% +$4.76K 0.15% 56
2024
Q3 		$1.54M Sell
55,581
-6,066
-10% -$161K 0.15% 58
2024
Q2 		$1.6M Buy
61,647
+1,695
+3% +$44.3K 0.16% 51
2024
Q1 		$1.63M Sell
59,952
-1,089
-2% -$27.8K 0.17% 53
2023
Q4 		$1.53M Sell
61,041
-33,681
-36% -$772K 0.18% 53
2023
Q3 		$2.14M Sell
94,722
-8,223
-8% -$195K 0.26% 46
2023
Q2 		$2.44M Sell
102,945
-9,105
-8% -$205K 0.3% 41
2023
Q1 		$2.53M Sell
112,050
-30,162
-21% -$695K 0.38% 31
2022
Q4 		$3.11M Sell
142,212
-7,254
-5% -$159K 0.59% 25
2022
Q3 		$3.02M Buy
149,466
+32,685
+28% +$729K 0.64% 23
2022
Q2 		$2.44M Sell
116,781
-342
-0.3% -$7.89K 0.71% 23
2022
Q1 		$2.96M Sell
117,123
-7,548
-6% -$189K 0.69% 26
2021
Q4 		$3.34M Sell
124,671
-4,815
-4% -$128K 0.57% 34
2021
Q3 		$3.31M Buy
129,486
+4,002
+3% +$105K 0.65% 32
2021
Q2 		$3.27M Sell
125,484
-8,115
-6% -$210K 0.63% 33
2021
Q1 		$3.31M Sell
133,599
-253,671
-66% -$6.15M 0.72% 31
2020
Q4 		$8.8M Buy
+387,270
New +$8.08M 1.58% 18

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LWMT
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