Total Wealth 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 | $285K | Sell |
10,143
-837
| -8% | -$23.5K | 0.04% | 94 |
|
|
2025
Q1 | $288K | Sell |
10,980
-168
| -2% | -$4.4K | 0.04% | 80 |
|
|
2024
Q4 | $309K | Sell |
11,148
-315
| -3% | -$8.73K | 0.05% | 78 |
|
|
2024
Q3 | $317K | Buy |
11,463
+12
| +0.1% | +$332 | 0.05% | 79 |
|
|
2024
Q2 | $314K | Sell |
11,451
-291
| -2% | -$7.97K | 0.05% | 79 |
|
|
2024
Q1 | $319K | Sell |
11,742
-150
| -1% | -$4.07K | 0.05% | 78 |
|
|
2023
Q4 | $299K | Sell |
11,892
-822
| -6% | -$20.6K | 0.05% | 79 |
|
|
2023
Q3 | $287K | Sell |
12,714
-204
| -2% | -$4.6K | 0.06% | 76 |
|
|
2023
Q2 | $306K | Buy |
12,918
+18
| +0.1% | +$426 | 0.06% | 73 |
|
|
2023
Q1 | $292K | Buy |
12,900
+12
| +0.1% | +$271 | 0.06% | 73 |
|
|
2022
Q4 | $282K | Buy |
12,888
+474
| +4% | +$10.4K | 0.07% | 70 |
|
|
2022
Q3 | $250K | Sell |
12,414
-28,785
| -70% | -$580K | 0.07% | 73 |
|
|
2022
Q2 | $861K | Sell |
41,199
-17,829
| -30% | -$373K | 0.25% | 48 |
|
|
2022
Q1 | $1.49M | Buy |
+59,028
| New | +$1.49M | 0.4% | 38 |
|