Warren Street 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 | $559K | Sell |
19,918
-374
| -2% | -$10.5K | 0.18% | 58 |
|
|
2025
Q1 | $532K | Buy |
20,292
+1,314
| +7% | +$34.4K | 0.21% | 54 |
|
|
2024
Q4 | $526K | Sell |
18,978
-2,166
| -10% | -$60K | 0.22% | 54 |
|
|
2024
Q3 | $586K | Buy |
21,144
+1,812
| +9% | +$50.2K | 0.24% | 47 |
|
|
2024
Q2 | $502K | Sell |
19,332
-297
| -2% | -$7.71K | 0.25% | 50 |
|
|
2024
Q1 | $533K | Sell |
19,629
-81
| -0.4% | -$2.2K | 0.26% | 50 |
|
|
2023
Q4 | $495K | Sell |
19,710
-1,662
| -8% | -$41.7K | 0.28% | 48 |
|
|
2023
Q3 | $482K | Sell |
21,372
-1,233
| -5% | -$27.8K | 0.32% | 43 |
|
|
2023
Q2 | $535K | Buy |
22,605
+267
| +1% | +$6.32K | 0.35% | 37 |
|
|
2023
Q1 | $505K | Buy |
22,338
+870
| +4% | +$19.7K | 0.36% | 36 |
|
|
2022
Q4 | $470K | Sell |
21,468
-2,322
| -10% | -$50.8K | 0.38% | 32 |
|
|
2022
Q3 | $480K | Buy |
23,790
+318
| +1% | +$6.42K | 0.48% | 29 |
|
|
2022
Q2 | $491K | Sell |
23,472
-2,106
| -8% | -$44.1K | 0.47% | 29 |
|
|
2022
Q1 | $647K | Buy |
25,578
+492
| +2% | +$12.4K | 0.56% | 27 |
|
|
2021
Q4 | $673K | Buy |
+25,086
| New | +$673K | 0.62% | 25 |
|