StrategIQ Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

StrategIQ Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.13M	Sell	44,838 -15	-0%	-$377	0.13%	137
2023 Q3	$1.01M	Hold	44,853	–	–	0.12%	136
2023 Q2	$1.06M	Sell	44,853 -525	-1%	-$12.4K	0.12%	134
2023 Q1	$1.03M	Sell	45,378 -297	-0.7%	-$6.72K	0.12%	129
2022 Q4	$999K	Hold	45,675	–	–	0.12%	124
2022 Q3	$922K	Sell	45,675 -393	-0.9%	-$7.93K	0.12%	124
2022 Q2	$963K	Sell	46,068 -45	-0.1%	-$941	0.12%	127
2022 Q1	$1.17M	Buy	46,113 +465	+1%	+$11.8K	0.13%	121
2021 Q4	$1.22M	Sell	45,648 -780	-2%	-$20.9K	0.12%	119
2021 Q3	$1.19M	Sell	46,428 -249	-0.5%	-$6.36K	0.24%	85
2021 Q2	$1.22M	Sell	46,677 -441	-0.9%	-$11.5K	0.24%	83
2021 Q1	$1.17M	Sell	47,118 -987	-2%	-$24.5K	0.25%	81
2020 Q4	$1.09M	Hold	48,105	–	–	0.24%	80
2020 Q3	$890K	Sell	48,105 -996	-2%	-$18.4K	0.22%	85
2020 Q2	$861K	Sell	49,101 -2,145	-4%	-$37.6K	0.23%	81
2020 Q1	$720K	Sell	51,246 -225	-0.4%	-$3.16K	0.22%	91
2019 Q4	$1.03M	Hold	51,471	–	–	0.27%	83
2019 Q3	$970K	Sell	51,471 -81	-0.2%	-$1.53K	0.27%	83
2019 Q2	$981K	Sell	51,552 -1,269	-2%	-$24.1K	0.28%	81
2019 Q1	$975K	Sell	52,821 -3,543	-6%	-$65.4K	0.3%	79
2018 Q4	$901K	Buy	56,364 +522	+0.9%	+$8.34K	0.31%	77
2018 Q3	$1.08M	Sell	55,842 -2,370	-4%	-$45.7K	0.34%	66
2018 Q2	$1.07M	Buy	58,212 +978	+2%	+$17.9K	0.37%	68
2018 Q1	$1.01M	Sell	57,234 -39	-0.1%	-$688	0.4%	63
2017 Q4	$1.02M	Sell	57,273 -1,194	-2%	-$21.2K	0.4%	69
2017 Q3	$977K	Buy	58,467 +93	+0.2%	+$1.55K	0.39%	53
2017 Q2	$937K	Sell	58,374 -5,340	-8%	-$85.7K	0.4%	57
2017 Q1	$1.01M	Buy	63,714 +7,005	+12%	+$110K	0.46%	51
2016 Q4	$853K	Sell	56,709 -2,556	-4%	-$38.4K	0.43%	56
2016 Q3	$860K	Buy	59,265 +987	+2%	+$14.3K	0.47%	53
2016 Q2	$816K	Buy	58,278 +228	+0.4%	+$3.19K	0.48%	52
2016 Q1	$785K	Buy	58,050 +16,155	+39%	+$218K	0.73%	27
2015 Q4	$560K	Buy	+41,895	New	+$560K	0.57%	31