United Capital Financial Advisors’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 | $2.78M | Buy |
99,131
+2,094
| +2% | +$58.7K | 0.02% | 379 |
|
|
2025
Q1 | $2.54M | Buy |
97,037
+931
| +1% | +$24.4K | 0.02% | 377 |
|
|
2024
Q4 | $2.66M | Sell |
96,106
-677
| -0.7% | -$18.8K | 0.02% | 366 |
|
|
2024
Q3 | $2.68M | Sell |
96,783
-9,909
| -9% | -$274K | 0.02% | 356 |
|
|
2024
Q2 | $2.77M | Sell |
106,692
-2,571
| -2% | -$66.7K | 0.02% | 346 |
|
|
2024
Q1 | $2.97M | Sell |
109,263
-2,343
| -2% | -$63.6K | 0.02% | 352 |
|
|
2023
Q4 | $2.8M | Sell |
111,606
-29,886
| -21% | -$750K | 0.02% | 365 |
|
|
2023
Q3 | $3.19M | Sell |
141,492
-3,630
| -3% | -$81.9K | 0.02% | 359 |
|
|
2023
Q2 | $3.44M | Sell |
145,122
-17,466
| -11% | -$414K | 0.02% | 362 |
|
|
2023
Q1 | $3.68M | Sell |
162,588
-11,133
| -6% | -$252K | 0.02% | 357 |
|
|
2022
Q4 | $3.8M | Sell |
173,721
-52,656
| -23% | -$1.15M | 0.02% | 370 |
|
|
2022
Q3 | $4.57M | Sell |
226,377
-108,450
| -32% | -$2.19M | 0.03% | 331 |
|
|
2022
Q2 | $7M | Sell |
334,827
-141,945
| -30% | -$2.97M | 0.04% | 295 |
|
|
2022
Q1 | $12.1M | Sell |
476,772
-70,386
| -13% | -$1.78M | 0.06% | 253 |
|
|
2021
Q4 | $14.7M | Sell |
547,158
-89,076
| -14% | -$2.39M | 0.07% | 236 |
|
|
2021
Q3 | $16.3M | Sell |
636,234
-77,061
| -11% | -$1.97M | 0.08% | 212 |
|
|
2021
Q2 | $18.6M | Sell |
713,295
-62,310
| -8% | -$1.63M | 0.09% | 202 |
|
|
2021
Q1 | $19.2M | Sell |
775,605
-86,352
| -10% | -$2.14M | 0.11% | 188 |
|
|
2020
Q4 | $19.6M | Sell |
861,957
-37,602
| -4% | -$855K | 0.12% | 178 |
|
|
2020
Q3 | $16.6M | Sell |
899,559
-103,908
| -10% | -$1.92M | 0.11% | 191 |
|
|
2020
Q2 | $17.6M | Sell |
1,003,467
-38,718
| -4% | -$679K | 0.13% | 176 |
|
|
2020
Q1 | $14.6M | Buy |
1,042,185
+24,720
| +2% | +$347K | 0.12% | 187 |
|
|
2019
Q4 | $20.4M | Sell |
1,017,465
-47,877
| -4% | -$960K | 0.13% | 191 |
|
|
2019
Q3 | $20.1M | Buy |
1,065,342
+17,739
| +2% | +$334K | 0.14% | 173 |
|
|
2019
Q2 | $19.9M | Buy |
1,047,603
+36,060
| +4% | +$686K | 0.13% | 163 |
|
|
2019
Q1 | $18.7M | Buy |
1,011,543
+64,854
| +7% | +$1.2M | 0.13% | 172 |
|
|
2018
Q4 | $15.1M | Sell |
946,689
-27,687
| -3% | -$442K | 0.12% | 173 |
|
|
2018
Q3 | $18.8M | Sell |
974,376
-8,391
| -0.9% | -$162K | 0.13% | 169 |
|
|
2018
Q2 | $18M | Buy |
982,767
+45,468
| +5% | +$832K | 0.13% | 168 |
|
|
2018
Q1 | $16.5M | Buy |
937,299
+454,851
| +94% | +$8.02M | 0.13% | 184 |
|
|
2017
Q4 | $8.57M | Sell |
482,448
-5,088
| -1% | -$90.3K | 0.07% | 317 |
|
|
2017
Q3 | $8.14M | Buy |
487,536
+237,717
| +95% | +$3.97M | 0.07% | 310 |
|
|
2017
Q2 | $4.01M | Sell |
249,819
-36,468
| -13% | -$585K | 0.04% | 425 |
|
|
2017
Q1 | $4.52M | Sell |
286,287
-11,376
| -4% | -$179K | 0.04% | 386 |
|
|
2016
Q4 | $4.48M | Sell |
297,663
-27,213
| -8% | -$410K | 0.04% | 383 |
|
|
2016
Q3 | $4.71M | Sell |
324,876
-84,030
| -21% | -$1.22M | 0.05% | 394 |
|
|
2016
Q2 | $5.73M | Sell |
408,906
-17,307
| -4% | -$242K | 0.06% | 340 |
|
|
2016
Q1 | $5.77M | Buy |
426,213
+32,667
| +8% | +$442K | 0.06% | 310 |
|
|
2015
Q4 | $5.26M | Sell |
393,546
-4,659
| -1% | -$62.2K | 0.06% | 315 |
|
|
2015
Q3 | $5.17M | Sell |
398,205
-101,472
| -20% | -$1.32M | 0.06% | 314 |
|
|
2015
Q2 | $7.1M | Sell |
499,677
-109,578
| -18% | -$1.56M | 0.08% | 278 |
|
|
2015
Q1 | $8.66M | Buy |
609,255
+146,970
| +32% | +$2.09M | 0.11% | 241 |
|
|
2014
Q4 | $6.27M | Sell |
462,285
-14,079
| -3% | -$191K | 0.09% | 228 |
|
|
2014
Q3 | $6.15M | Sell |
476,364
-3,444
| -0.7% | -$44.4K | 0.11% | 215 |
|
|
2014
Q2 | $6.44M | Buy |
479,808
+50,358
| +12% | +$675K | 0.12% | 206 |
|
|
2014
Q1 | $5.53M | Buy |
429,450
+18,090
| +4% | +$233K | 0.12% | 197 |
|
|
2013
Q4 | $5.13M | Buy |
411,360
+87,693
| +27% | +$1.09M | 0.17% | 145 |
|
|
2013
Q3 | $3.74M | Buy |
323,667
+50,643
| +19% | +$584K | 0.12% | 176 |
|
|
2013
Q2 | $2.91M | Buy |
+273,024
| New | +$2.91M | 0.08% | 261 |
|