UIA
Ulland Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
85,729
-8,443
| -9% | -$237K | 1.84% | 17 |
|
|
2025
Q1 | $2.47M | Sell |
94,172
-9,807
| -9% | -$257K | 2.06% | 18 |
|
|
2024
Q4 | $2.88M | Buy |
103,979
+70,593
| +211% | +$1.96M | 1.84% | 15 |
|
|
2024
Q3 | $2.77M | Sell |
33,386
-1,414
| -4% | -$117K | 2.03% | 13 |
|
|
2024
Q2 | $2.71M | Sell |
34,800
-277
| -0.8% | -$21.6K | 1.88% | 16 |
|
|
2024
Q1 | $2.86M | Sell |
35,077
-1,215
| -3% | -$98.9K | 2.28% | 14 |
|
|
2023
Q4 | $2.73M | Buy |
36,292
+1,524
| +4% | +$115K | 2.76% | 12 |
|
|
2023
Q3 | $2.35M | Buy |
34,768
+498
| +1% | +$33.7K | 2.59% | 13 |
|
|
2023
Q2 | $2.43M | Sell |
34,270
-630
| -2% | -$44.7K | 2.5% | 14 |
|
|
2023
Q1 | $2.37M | Sell |
34,900
-2,887
| -8% | -$196K | 2.78% | 13 |
|
|
2022
Q4 | $2.48M | Sell |
37,787
-5,105
| -12% | -$335K | 2.96% | 11 |
|
|
2022
Q3 | $2.6M | Sell |
42,892
-1,700
| -4% | -$103K | 2.84% | 12 |
|
|
2022
Q2 | $2.8M | Sell |
44,592
-930
| -2% | -$58.3K | 2.86% | 13 |
|
|
2022
Q1 | $3.45M | Sell |
45,522
-10,080
| -18% | -$765K | 2.59% | 16 |
|
|
2021
Q4 | $4.47M | Buy |
+55,602
| New | +$4.47M | 2.85% | 11 |
|