Squire Investment Management Company’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 | $930K | Buy |
33,166
+1,818
| +6% | +$51K | 0.34% | 38 |
|
|
2025
Q1 | $821K | Hold |
31,348
| – | – | 0.34% | 39 |
|
|
2024
Q4 | $869K | Buy |
31,348
+3,475
| +12% | +$96.3K | 0.38% | 35 |
|
|
2024
Q3 | $772K | Buy |
27,873
+4,437
| +19% | +$123K | 0.37% | 35 |
|
|
2024
Q2 | $608K | Buy |
23,436
+5,403
| +30% | +$140K | 0.34% | 37 |
|
|
2024
Q1 | $489K | Buy |
18,033
+2,184
| +14% | +$59.3K | 0.31% | 40 |
|
|
2023
Q4 | $398K | Buy |
+15,849
| New | +$398K | 0.32% | 39 |
|