TD Private Client Wealth’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 | $510K | Sell |
18,182
-7,044
| -28% | -$198K | 0.01% | 466 |
|
|
2025
Q1 | $661K | Buy |
25,226
+1,488
| +6% | +$39K | 0.02% | 401 |
|
|
2024
Q4 | $658K | Buy |
23,738
+23,285
| +5,140% | +$645K | 0.02% | 415 |
|
|
2024
Q3 | $12.5K | Sell |
453
-99
| -18% | -$2.74K | ﹤0.01% | 1032 |
|
|
2024
Q2 | $14.3K | Sell |
552
-78
| -12% | -$2.02K | ﹤0.01% | 991 |
|
|
2024
Q1 | $17.1K | Buy |
630
+15
| +2% | +$407 | ﹤0.01% | 968 |
|
|
2023
Q4 | $15.4K | Buy |
+615
| New | +$15.4K | ﹤0.01% | 990 |
|
|
2021
Q4 | – | Sell |
-432
| Closed | -$11K | – | 1267 |
|
|
2021
Q3 | $11K | Hold |
432
| – | – | ﹤0.01% | 908 |
|
|
2021
Q2 | $11.3K | Sell |
432
-1,293
| -75% | -$33.7K | ﹤0.01% | 906 |
|
|
2021
Q1 | $42.8K | Hold |
1,725
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $39.2K | Hold |
1,725
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $31.9K | Hold |
1,725
| – | – | ﹤0.01% | 677 |
|
|
2020
Q2 | $30.3K | Hold |
1,725
| – | – | ﹤0.01% | 676 |
|
|
2020
Q1 | $24.2K | Hold |
1,725
| – | – | ﹤0.01% | 670 |
|
|
2019
Q4 | $34.6K | Buy |
+1,725
| New | +$34.6K | ﹤0.01% | 659 |
|