SYM Financial Corp’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 | $121K | Buy |
4,316
+17
| +0.4% | +$477 | 0.01% | 327 |
|
|
2025
Q1 | $113K | Hold |
4,299
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $119K | Sell |
4,299
-2,250
| -34% | -$62.3K | 0.02% | 252 |
|
|
2024
Q3 | $181K | Sell |
6,549
-1,275
| -16% | -$35.3K | 0.02% | 185 |
|
|
2024
Q2 | $203K | Sell |
7,824
-6,435
| -45% | -$167K | 0.03% | 156 |
|
|
2024
Q1 | $387K | Sell |
14,259
-31,545
| -69% | -$856K | 0.06% | 59 |
|
|
2023
Q4 | $1.15M | Sell |
45,804
-5,961
| -12% | -$150K | 0.19% | 29 |
|
|
2023
Q3 | $1.17M | Buy |
+51,765
| New | +$1.17M | 0.21% | 27 |
|
|
2022
Q4 | – | Sell |
-84
| Closed | -$2K | – | 129 |
|
|
2022
Q3 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 98 |
|
|
2022
Q2 | – | Sell |
-105
| Closed | -$3K | – | 127 |
|
|
2022
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 109 |
|
|
2021
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 101 |
|