SIS
Strategic Investment Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
10,248
-301
| -3% | -$8.44K | 0.09% | 109 |
|
|
2025
Q1 | $276K | Sell |
10,549
-201
| -2% | -$5.27K | 0.08% | 85 |
|
|
2024
Q4 | $298K | Buy |
10,750
+7,135
| +197% | +$198K | 0.1% | 86 |
|
|
2024
Q3 | $300K | Sell |
3,615
-427
| -11% | -$35.5K | 0.09% | 83 |
|
|
2024
Q2 | $312K | Buy |
+4,042
| New | +$312K | 0.1% | 79 |
|
|
2023
Q4 | $283K | Sell |
3,753
-233,040
| -98% | -$17.5M | 0.05% | 155 |
|
|
2023
Q3 | $16.8M | Buy |
236,793
+233,054
| +6,233% | +$16.6M | 0.21% | 71 |
|
|
2023
Q2 | $247K | Hold |
3,739
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $254K | Buy |
3,739
+4
| +0.1% | +$271 | 0.05% | 153 |
|
|
2022
Q4 | $276K | Buy |
+3,735
| New | +$276K | 0.14% | 75 |
|