Stokes Family Office’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 | $1.88M | Hold |
66,966
| – | – | 0.2% | 92 |
|
|
2025
Q1 | $1.75M | Hold |
66,966
| – | – | 0.2% | 93 |
|
|
2024
Q4 | $1.86M | Buy |
66,966
+3,849
| +6% | +$107K | 0.2% | 91 |
|
|
2024
Q3 | $1.75M | Sell |
63,117
-1,041
| -2% | -$28.8K | 0.19% | 90 |
|
|
2024
Q2 | $1.66M | Buy |
+64,158
| New | +$1.66M | 0.2% | 91 |
|
|
2022
Q4 | – | Sell |
-24,237
| Closed | -$489K | – | 297 |
|
|
2022
Q3 | $489K | Buy |
24,237
+93
| +0.4% | +$1.88K | 0.07% | 156 |
|
|
2022
Q2 | $505K | Sell |
24,144
-4,026
| -14% | -$84.2K | 0.07% | 162 |
|
|
2022
Q1 | $712K | Buy |
+28,170
| New | +$712K | 0.09% | 132 |
|