Visionary Wealth 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 | $8.23M | Buy |
293,288
+15,835
| +6% | +$444K | 0.42% | 63 |
|
|
2025
Q1 | $7.27M | Sell |
277,453
-2,819
| -1% | -$73.9K | 0.44% | 69 |
|
|
2024
Q4 | $7.77M | Sell |
280,272
-4,662
| -2% | -$129K | 0.46% | 63 |
|
|
2024
Q3 | $7.89M | Sell |
284,934
-942
| -0.3% | -$26.1K | 0.48% | 64 |
|
|
2024
Q2 | $7.42M | Buy |
285,876
+8,496
| +3% | +$220K | 0.48% | 60 |
|
|
2024
Q1 | $7.53M | Buy |
277,380
+264,030
| +1,978% | +$7.17M | 0.51% | 53 |
|
|
2023
Q4 | $335K | Sell |
13,350
-900
| -6% | -$22.6K | 0.02% | 376 |
|
|
2023
Q3 | $322K | Sell |
14,250
-48
| -0.3% | -$1.08K | 0.03% | 355 |
|
|
2023
Q2 | $339K | Sell |
14,298
-234
| -2% | -$5.54K | 0.03% | 348 |
|
|
2023
Q1 | $329K | Sell |
14,532
-282
| -2% | -$6.38K | 0.03% | 338 |
|
|
2022
Q4 | $324K | Buy |
14,814
+270
| +2% | +$5.91K | 0.03% | 303 |
|
|
2022
Q3 | $293K | Sell |
14,544
-3,192
| -18% | -$64.3K | 0.03% | 303 |
|
|
2022
Q2 | $371K | Sell |
17,736
-1,359
| -7% | -$28.4K | 0.03% | 286 |
|
|
2022
Q1 | $483K | Sell |
19,095
-1,059
| -5% | -$26.8K | 0.04% | 255 |
|
|
2021
Q4 | $540K | Buy |
20,154
+2,409
| +14% | +$64.5K | 0.04% | 222 |
|
|
2021
Q3 | $453K | Sell |
17,745
-7,128
| -29% | -$182K | 0.05% | 200 |
|
|
2021
Q2 | $649K | Buy |
24,873
+648
| +3% | +$16.9K | 0.07% | 170 |
|
|
2021
Q1 | $601K | Sell |
24,225
-22,041
| -48% | -$547K | 0.06% | 181 |
|
|
2020
Q4 | $1.05M | Sell |
46,266
-38,883
| -46% | -$883K | 0.12% | 130 |
|
|
2020
Q3 | $1.58M | Sell |
85,149
-261,780
| -75% | -$4.84M | 0.22% | 96 |
|
|
2020
Q2 | $6.09M | Buy |
346,929
+298,365
| +614% | +$5.23M | 0.93% | 33 |
|
|
2020
Q1 | $682K | Buy |
48,564
+23,847
| +96% | +$335K | 0.13% | 108 |
|
|
2019
Q4 | $495K | Buy |
+24,717
| New | +$495K | 0.09% | 131 |
|