Twele Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Twele Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$523K	Buy	18,648 +165	+0.9%	+$4.63K	0.1%	33
2025 Q1	$484K	Buy	18,483 +13	+0.1%	+$341	0.1%	33
2024 Q4	$512K	Sell	18,470 -391	-2%	-$10.8K	0.11%	33
2024 Q3	$522K	Sell	18,861 -174	-0.9%	-$4.82K	0.11%	33
2024 Q2	$494K	Hold	19,035	–	–	0.11%	33
2024 Q1	$517K	Sell	19,035 -195	-1%	-$5.29K	0.12%	32
2023 Q4	$483K	Sell	19,230 -57	-0.3%	-$1.43K	0.08%	37
2023 Q3	$435K	Sell	19,287 -39	-0.2%	-$880	0.07%	36
2023 Q2	$458K	Buy	19,326 +84	+0.4%	+$1.99K	0.07%	35
2023 Q1	$435K	Sell	19,242 -2,469	-11%	-$55.8K	0.07%	37
2022 Q4	$475K	Buy	+21,711	New	+$475K	0.08%	36
2022 Q3	–	Sell	-23,028	Closed	-$482K	–	39
2022 Q2	$482K	Buy	23,028 +12	+0.1%	+$251	0.08%	38
2022 Q1	$582K	Sell	23,016 -924	-4%	-$23.4K	0.08%	38
2021 Q4	$642K	Buy	23,940 +48	+0.2%	+$1.29K	0.08%	38
2021 Q3	$611K	Sell	23,892 -216	-0.9%	-$5.52K	0.08%	38
2021 Q2	$629K	Sell	24,108 -498	-2%	-$13K	0.1%	39
2021 Q1	$610K	Sell	24,606 -2,217	-8%	-$55K	0.1%	41
2020 Q4	$610K	Sell	26,823 -1,143	-4%	-$26K	0.11%	39
2020 Q3	$517K	Sell	27,966 -1,425	-5%	-$26.3K	0.1%	39
2020 Q2	$516K	Buy	29,391 +6,618	+29%	+$116K	0.1%	39
2020 Q1	$320K	Buy	22,773 +2,220	+11%	+$31.2K	0.07%	41
2019 Q4	$412K	Buy	20,553 +969	+5%	+$19.4K	0.08%	43
2019 Q3	$369K	Buy	19,584 +1,677	+9%	+$31.6K	0.07%	42
2019 Q2	$341K	Buy	17,907 +768	+4%	+$14.6K	0.07%	42
2019 Q1	$316K	Buy	17,139 +1,752	+11%	+$32.3K	0.07%	43
2018 Q4	$246K	Buy	15,387 +972	+7%	+$15.5K	0.06%	45
2018 Q3	$278K	Buy	14,415 +63	+0.4%	+$1.22K	0.06%	41
2018 Q2	$263K	Buy	14,352 +591	+4%	+$10.8K	0.06%	42
2018 Q1	$243K	Buy	13,761 +573	+4%	+$10.1K	0.06%	42
2017 Q4	$234K	Buy	13,188 +375	+3%	+$6.65K	0.05%	42
2017 Q3	$214K	Hold	12,813	–	–	0.05%	43
2017 Q2	$206K	Buy	+12,813	New	+$206K	0.05%	42