Souders Financial Advisors’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 |
-136,195
| Closed | -$3.77M | – | 191 |
|
|
2024
Q4 | $3.77M | Sell |
136,195
-692
| -0.5% | -$19.2K | 0.53% | 47 |
|
|
2024
Q3 | $3.79M | Sell |
136,887
-1,602
| -1% | -$44.4K | 0.53% | 57 |
|
|
2024
Q2 | $3.59M | Buy |
138,489
+2,514
| +2% | +$65.2K | 0.54% | 51 |
|
|
2024
Q1 | $3.69M | Buy |
135,975
+714
| +0.5% | +$19.4K | 0.58% | 47 |
|
|
2023
Q4 | $3.4M | Buy |
135,261
+741
| +0.6% | +$18.6K | 0.58% | 50 |
|
|
2023
Q3 | $3.03M | Buy |
134,520
+3,219
| +2% | +$72.6K | 0.58% | 53 |
|
|
2023
Q2 | $3.11M | Sell |
131,301
-1,824
| -1% | -$43.2K | 0.59% | 49 |
|
|
2023
Q1 | $3.01M | Buy |
133,125
+22,446
| +20% | +$508K | 0.64% | 54 |
|
|
2022
Q4 | $2.42M | Buy |
110,679
+6,060
| +6% | +$133K | 0.55% | 60 |
|
|
2022
Q3 | $2.11M | Buy |
104,619
+5,523
| +6% | +$111K | 0.57% | 60 |
|
|
2022
Q2 | $2.07M | Buy |
99,096
+8,718
| +10% | +$182K | 0.6% | 53 |
|
|
2022
Q1 | $2.29M | Buy |
90,378
+4,332
| +5% | +$110K | 0.66% | 49 |
|
|
2021
Q4 | $2.31M | Buy |
86,046
+5,628
| +7% | +$151K | 0.66% | 52 |
|
|
2021
Q3 | $2.06M | Buy |
80,418
+4,794
| +6% | +$123K | 0.66% | 50 |
|
|
2021
Q2 | $1.97M | Buy |
75,624
+2,775
| +4% | +$72.4K | 0.66% | 50 |
|
|
2021
Q1 | $1.81M | Buy |
72,849
+2,574
| +4% | +$63.8K | 0.71% | 46 |
|
|
2020
Q4 | $1.6M | Buy |
70,275
+807
| +1% | +$18.3K | 0.7% | 44 |
|
|
2020
Q3 | $1.44M | Sell |
69,468
-1,902
| -3% | -$39.4K | 0.68% | 43 |
|
|
2020
Q2 | $1.25M | Sell |
71,370
-4,365
| -6% | -$76.6K | 0.72% | 43 |
|
|
2020
Q1 | $1.06M | Buy |
+75,735
| New | +$1.06M | 0.94% | 28 |
|