Vanguard Personalized Indexing Management’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 | $1.04M | Buy |
37,047
+88
| +0.2% | +$2.47K | 0.01% | 857 |
|
|
2025
Q1 | $968K | Buy |
36,959
+6,915
| +23% | +$181K | 0.01% | 801 |
|
|
2024
Q4 | $833K | Sell |
30,044
-2,281
| -7% | -$63.2K | 0.01% | 862 |
|
|
2024
Q3 | $895K | Sell |
32,325
-2,304
| -7% | -$63.8K | 0.01% | 820 |
|
|
2024
Q2 | $898K | Buy |
34,629
+3,393
| +11% | +$88K | 0.02% | 728 |
|
|
2024
Q1 | $848K | Buy |
31,236
+19,350
| +163% | +$525K | 0.02% | 742 |
|
|
2023
Q4 | $298K | Sell |
11,886
-384
| -3% | -$9.64K | 0.01% | 1228 |
|
|
2023
Q3 | $277K | Hold |
12,270
| – | – | 0.01% | 1148 |
|
|
2023
Q2 | $291K | Hold |
12,270
| – | – | 0.01% | 1152 |
|
|
2023
Q1 | $278K | Buy |
+12,270
| New | +$278K | 0.01% | 1152 |
|