Steele Capital 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 | $4.15M | Hold |
147,879
| – | – | 0.2% | 47 |
|
|
2025
Q1 | $3.87M | Hold |
147,879
| – | – | 0.2% | 46 |
|
|
2024
Q4 | $4.1M | Hold |
147,879
| – | – | 0.21% | 45 |
|
|
2024
Q3 | $4.1M | Hold |
147,879
| – | – | 0.21% | 46 |
|
|
2024
Q2 | $3.85M | Sell |
147,879
-1,350
| -0.9% | -$35.1K | 0.21% | 46 |
|
|
2024
Q1 | $4.05M | Hold |
149,229
| – | – | 0.23% | 45 |
|
|
2023
Q4 | $3.75M | Buy |
+149,229
| New | +$3.75M | 0.24% | 44 |
|