VCM
Vision Capital Management’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 | $1.83M | Sell |
65,091
-68
| -0.1% | -$1.91K | 0.24% | 63 |
|
|
2025
Q1 | $1.71M | Sell |
65,159
-2,370
| -4% | -$62.1K | 0.25% | 62 |
|
|
2024
Q4 | $1.87M | Buy |
67,529
+44,936
| +199% | +$1.25M | 0.28% | 60 |
|
|
2024
Q3 | $1.88M | Sell |
22,593
-161
| -0.7% | -$13.4K | 0.26% | 63 |
|
|
2024
Q2 | $1.77M | Sell |
22,754
-379
| -2% | -$29.5K | 0.26% | 61 |
|
|
2024
Q1 | $1.88M | Sell |
23,133
-8
| -0% | -$651 | 0.28% | 64 |
|
|
2023
Q4 | $1.74M | Sell |
23,141
-2
| -0% | -$151 | 0.27% | 66 |
|
|
2023
Q3 | $1.57M | Sell |
23,143
-486
| -2% | -$32.9K | 0.29% | 63 |
|
|
2023
Q2 | $1.68M | Sell |
23,629
-384
| -2% | -$27.3K | 0.29% | 62 |
|
|
2023
Q1 | $1.63M | Sell |
24,013
-738
| -3% | -$50.1K | 0.3% | 63 |
|
|
2022
Q4 | $1.62M | Hold |
24,751
| – | – | 0.31% | 62 |
|
|
2022
Q3 | $1.5M | Sell |
24,751
-2,254
| -8% | -$136K | 0.31% | 63 |
|
|
2022
Q2 | $1.69M | Buy |
27,005
+613
| +2% | +$38.5K | 0.32% | 61 |
|
|
2022
Q1 | $2M | Sell |
26,392
-1,316
| -5% | -$99.8K | 0.33% | 60 |
|
|
2021
Q4 | $2.23M | Buy |
27,708
+164
| +0.6% | +$13.2K | 0.33% | 57 |
|
|
2021
Q3 | $2.11M | Buy |
27,544
+88
| +0.3% | +$6.75K | 0.34% | 58 |
|
|
2021
Q2 | $2.15M | Buy |
27,456
+78
| +0.3% | +$6.11K | 0.35% | 55 |
|
|
2021
Q1 | $2.04M | Sell |
27,378
-5,421
| -17% | -$404K | 0.36% | 55 |
|
|
2020
Q4 | $2.24M | Sell |
32,799
-1,043
| -3% | -$71.1K | 0.42% | 52 |
|
|
2020
Q3 | $1.88M | Sell |
33,842
-1,288
| -4% | -$71.5K | 0.39% | 54 |
|
|
2020
Q2 | $1.85M | Buy |
+35,130
| New | +$1.85M | 0.42% | 54 |
|