Strategic Family Wealth Counselors’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 | $9.83M | Sell |
350,577
-2,730
| -0.8% | -$76.6K | 2.8% | 9 |
|
|
2025
Q1 | $9.26M | Buy |
353,307
+3,311
| +0.9% | +$86.7K | 3.01% | 9 |
|
|
2024
Q4 | $9.7M | Buy |
349,996
+10,300
| +3% | +$285K | 3.16% | 8 |
|
|
2024
Q3 | $9.41M | Buy |
339,696
+8,040
| +2% | +$223K | 3.29% | 7 |
|
|
2024
Q2 | $8.6M | Buy |
331,656
+13,818
| +4% | +$358K | 3.27% | 8 |
|
|
2024
Q1 | $8.63M | Buy |
317,838
+16,632
| +6% | +$451K | 3.41% | 6 |
|
|
2023
Q4 | $7.56M | Buy |
301,206
+7,695
| +3% | +$193K | 3.17% | 7 |
|
|
2023
Q3 | $6.62M | Buy |
293,511
+3,939
| +1% | +$88.9K | 3.18% | 8 |
|
|
2023
Q2 | $6.86M | Buy |
289,572
+2,310
| +0.8% | +$54.7K | 3.15% | 8 |
|
|
2023
Q1 | $6.5M | Sell |
287,262
-2,175
| -0.8% | -$49.2K | 3.08% | 9 |
|
|
2022
Q4 | $6.33M | Sell |
289,437
-21,033
| -7% | -$460K | 3.14% | 9 |
|
|
2022
Q3 | $6.26M | Buy |
310,470
+4,281
| +1% | +$86.4K | 3.07% | 9 |
|
|
2022
Q2 | $6.4M | Buy |
306,189
+13,053
| +4% | +$273K | 3.07% | 9 |
|
|
2022
Q1 | $7.41M | Buy |
293,136
+4,572
| +2% | +$116K | 2.99% | 10 |
|
|
2021
Q4 | $7.74M | Sell |
288,564
-3,204
| -1% | -$85.9K | 2.48% | 10 |
|
|
2021
Q3 | $7.46M | Buy |
291,768
+21,804
| +8% | +$557K | 2.55% | 10 |
|
|
2021
Q2 | $7.04M | Buy |
269,964
+22,344
| +9% | +$583K | 2.3% | 10 |
|
|
2021
Q1 | $6.14M | Buy |
247,620
+13,920
| +6% | +$345K | 2.32% | 12 |
|
|
2020
Q4 | $5.31M | Buy |
233,700
+15,414
| +7% | +$350K | 2.74% | 10 |
|
|
2020
Q3 | $4.04M | Buy |
218,286
+23,400
| +12% | +$433K | 2.27% | 12 |
|
|
2020
Q2 | $3.42M | Sell |
194,886
-20,931
| -10% | -$367K | 2.15% | 13 |
|
|
2020
Q1 | $3.03M | Buy |
215,817
+23,724
| +12% | +$333K | 2.27% | 13 |
|
|
2019
Q4 | $3.85M | Buy |
192,093
+4,926
| +3% | +$98.8K | 3.11% | 12 |
|
|
2019
Q3 | $3.53M | Buy |
187,167
+8,625
| +5% | +$163K | 2.67% | 14 |
|
|
2019
Q2 | $3.4M | Buy |
178,542
+5,184
| +3% | +$98.7K | 2.63% | 15 |
|
|
2019
Q1 | $3.2M | Buy |
173,358
+47,574
| +38% | +$878K | 2.59% | 14 |
|
|
2018
Q4 | $2.01M | Buy |
+125,784
| New | +$2.01M | 2.28% | 14 |
|