Spire Wealth Management’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 | $450K | Sell |
16,052
-1,707
| -10% | -$47.9K | 0.02% | 536 |
|
|
2025
Q1 | $465K | Sell |
17,759
-806
| -4% | -$21.1K | 0.01% | 576 |
|
|
2024
Q4 | $514K | Sell |
18,565
-83
| -0.4% | -$2.3K | 0.02% | 543 |
|
|
2024
Q3 | $517K | Sell |
18,648
-378
| -2% | -$10.5K | 0.02% | 507 |
|
|
2024
Q2 | $494K | Sell |
19,026
-37,320
| -66% | -$968K | 0.02% | 490 |
|
|
2024
Q1 | $1.53M | Sell |
56,346
-912
| -2% | -$24.8K | 0.03% | 288 |
|
|
2023
Q4 | $1.41M | Buy |
57,258
+690
| +1% | +$17K | 0.05% | 285 |
|
|
2023
Q3 | $1.28M | Sell |
56,568
-1,059
| -2% | -$23.9K | 0.05% | 283 |
|
|
2023
Q2 | $1.36M | Buy |
57,627
+168
| +0.3% | +$3.98K | 0.05% | 286 |
|
|
2023
Q1 | $1.3M | Buy |
57,459
+41,358
| +257% | +$935K | 0.05% | 299 |
|
|
2022
Q4 | $352K | Buy |
16,101
+51
| +0.3% | +$1.12K | 0.02% | 428 |
|
|
2022
Q3 | $324K | Sell |
16,050
-11,052
| -41% | -$223K | 0.02% | 422 |
|
|
2022
Q2 | $567K | Sell |
27,102
-44,745
| -62% | -$936K | 0.02% | 438 |
|
|
2022
Q1 | $1.82M | Buy |
71,847
+1,971
| +3% | +$49.8K | 0.05% | 293 |
|
|
2021
Q4 | $1.87M | Sell |
69,876
-267
| -0.4% | -$7.16K | 0.04% | 325 |
|
|
2021
Q3 | $1.79M | Buy |
70,143
+966
| +1% | +$24.7K | 0.05% | 301 |
|
|
2021
Q2 | $1.81M | Sell |
69,177
-6,402
| -8% | -$167K | 0.05% | 312 |
|
|
2021
Q1 | $1.85M | Buy |
+75,579
| New | +$1.85M | 0.05% | 296 |
|