Strategic Equity 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 | $801K | Sell |
28,543
-18,455
| -39% | -$518K | 0.29% | 37 |
|
|
2025
Q1 | $1.23M | Buy |
46,998
+197
| +0.4% | +$5.16K | 0.52% | 22 |
|
|
2024
Q4 | $1.3M | Sell |
46,801
-6,761
| -13% | -$187K | 0.55% | 21 |
|
|
2024
Q3 | $1.48M | Buy |
53,562
+33,270
| +164% | +$921K | 0.7% | 23 |
|
|
2024
Q2 | $526K | Buy |
20,292
+12,912
| +175% | +$335K | 0.34% | 26 |
|
|
2024
Q1 | $200K | Buy |
+7,380
| New | +$200K | 0.17% | 35 |
|