Vantage Financial Partners (Wisconsin)’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 | $2.47M | Sell |
88,039
-2,167
| -2% | -$60.8K | 0.57% | 30 |
|
|
2025
Q1 | $2.36M | Sell |
90,206
-17,054
| -16% | -$447K | 0.59% | 27 |
|
|
2024
Q4 | $2.97M | Sell |
107,260
-788
| -0.7% | -$21.8K | 0.74% | 21 |
|
|
2024
Q3 | $2.99M | Sell |
108,048
-338,022
| -76% | -$9.36M | 0.74% | 17 |
|
|
2024
Q2 | $11.6M | Buy |
446,070
+6,357
| +1% | +$165K | 3% | 11 |
|
|
2024
Q1 | $11.9M | Buy |
439,713
+8,013
| +2% | +$217K | 3.21% | 11 |
|
|
2023
Q4 | $10.8M | Buy |
431,700
+53,172
| +14% | +$1.33M | 3.18% | 10 |
|
|
2023
Q3 | $8.54M | Buy |
378,528
+12,588
| +3% | +$284K | 3.36% | 11 |
|
|
2023
Q2 | $8.66M | Buy |
365,940
+270
| +0.1% | +$6.39K | 3.24% | 12 |
|
|
2023
Q1 | $8.27M | Buy |
+365,670
| New | +$8.27M | 3.29% | 12 |
|