Voisard Asset Management Group’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 | $2.24M | Sell |
79,784
-23,572
| -23% | -$661K | 0.58% | 21 |
|
|
2025
Q1 | $2.71M | Sell |
103,356
-35,117
| -25% | -$920K | 0.79% | 19 |
|
|
2024
Q4 | $3.84M | Sell |
138,473
-124,834
| -47% | -$3.46M | 1.28% | 17 |
|
|
2024
Q3 | $7.29M | Buy |
263,307
+7,647
| +3% | +$212K | 3.04% | 10 |
|
|
2024
Q2 | $6.63M | Buy |
255,660
+7,974
| +3% | +$207K | 3.24% | 10 |
|
|
2024
Q1 | $6.72M | Buy |
247,686
+13,008
| +6% | +$353K | 3.78% | 8 |
|
|
2023
Q4 | $5.89M | Buy |
+234,678
| New | +$5.89M | 3.55% | 8 |
|