Strategic Financial Planning’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 | $2.23M | Sell |
79,624
-205
| -0.3% | -$5.75K | 1.39% | 18 |
|
|
2025
Q1 | $2.09M | Buy |
79,829
+146
| +0.2% | +$3.83K | 1.44% | 18 |
|
|
2024
Q4 | $2.21M | Sell |
79,683
-198
| -0.2% | -$5.49K | 1.51% | 17 |
|
|
2024
Q3 | $2.21M | Buy |
79,881
+507
| +0.6% | +$14K | 1.46% | 18 |
|
|
2024
Q2 | $2.06M | Sell |
79,374
-3,087
| -4% | -$80.1K | 1.49% | 18 |
|
|
2024
Q1 | $2.24M | Sell |
82,461
-765
| -0.9% | -$20.8K | 1.67% | 18 |
|
|
2023
Q4 | $2.09M | Buy |
83,226
+8,121
| +11% | +$204K | 1.63% | 18 |
|
|
2023
Q3 | $1.69M | Buy |
75,105
+921
| +1% | +$20.8K | 1.56% | 18 |
|
|
2023
Q2 | $1.76M | Buy |
74,184
+6,087
| +9% | +$144K | 1.55% | 18 |
|
|
2023
Q1 | $1.54M | Buy |
68,097
+2,469
| +4% | +$55.8K | 1.41% | 19 |
|
|
2022
Q4 | $1.44M | Sell |
65,628
-1,164
| -2% | -$25.5K | 1.39% | 20 |
|
|
2022
Q3 | $1.35M | Sell |
66,792
-3,855
| -5% | -$77.8K | 1.4% | 19 |
|
|
2022
Q2 | $1.48M | Sell |
70,647
-2,088
| -3% | -$43.7K | 1.42% | 18 |
|
|
2022
Q1 | $1.84M | Sell |
72,735
-13,461
| -16% | -$340K | 1.53% | 17 |
|
|
2021
Q4 | $2.31M | Sell |
86,196
-6,378
| -7% | -$171K | 1.66% | 16 |
|
|
2021
Q3 | $2.37M | Buy |
92,574
+1,428
| +2% | +$36.5K | 1.73% | 16 |
|
|
2021
Q2 | $2.38M | Sell |
91,146
-4,389
| -5% | -$115K | 1.72% | 16 |
|
|
2021
Q1 | $2.37M | Buy |
95,535
+15,720
| +20% | +$390K | 1.77% | 16 |
|
|
2020
Q4 | $1.81M | Buy |
79,815
+150
| +0.2% | +$3.41K | 1.59% | 16 |
|
|
2020
Q3 | $1.47M | Buy |
79,665
+1,923
| +2% | +$35.6K | 1.53% | 17 |
|
|
2020
Q2 | $1.36M | Sell |
77,742
-11,001
| -12% | -$193K | 1.52% | 18 |
|
|
2020
Q1 | $1.25M | Sell |
88,743
-6,060
| -6% | -$85.2K | 1.65% | 16 |
|
|
2019
Q4 | $1.9M | Buy |
+94,803
| New | +$1.9M | 1.85% | 14 |
|