Wealthcare Advisory Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthcare Advisory Partners’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.35M	Buy	119,336 +47,789	+67%	+$1.34M	0.08%	213
2025 Q1	$1.87M	Sell	71,547 -1,039	-1%	-$27.2K	0.05%	295
2024 Q4	$2.01M	Sell	72,586 -18,308	-20%	-$507K	0.06%	270
2024 Q3	$2.52M	Sell	90,894 -45,822	-34%	-$1.27M	0.07%	232
2024 Q2	$3.55M	Sell	136,716 -20,112	-13%	-$522K	0.11%	148
2024 Q1	$4.26M	Sell	156,828 -51,381	-25%	-$1.39M	0.14%	122
2023 Q4	$5.23M	Buy	208,209 +36,306	+21%	+$912K	0.21%	85
2023 Q3	$3.88M	Buy	171,903 +21,762	+14%	+$491K	0.18%	99
2023 Q2	$3.55M	Buy	150,141 +80,316	+115%	+$1.9M	0.16%	110
2023 Q1	$1.58M	Sell	69,825 -10,821	-13%	-$245K	0.07%	214
2022 Q4	$1.76M	Buy	80,646 +31,782	+65%	+$695K	0.08%	180
2022 Q3	$986K	Sell	48,864 -7,485	-13%	-$151K	0.06%	237
2022 Q2	$1.18M	Buy	56,349 +10,155	+22%	+$212K	0.07%	188
2022 Q1	$1.17M	Buy	46,194 +9,237	+25%	+$234K	0.07%	167
2021 Q4	$991K	Buy	36,957 +16,500	+81%	+$442K	0.06%	196
2021 Q3	$523K	Sell	20,457 -15,549	-43%	-$398K	0.03%	305
2021 Q2	$939K	Buy	36,006 +5,844	+19%	+$152K	0.06%	209
2021 Q1	$748K	Buy	30,162 +1,446	+5%	+$35.9K	0.05%	225
2020 Q4	$653K	Sell	28,716 -1,983	-6%	-$45.1K	0.06%	195
2020 Q3	$568K	Sell	30,699 -1,203	-4%	-$22.3K	0.06%	184
2020 Q2	$560K	Buy	31,902 +699	+2%	+$12.3K	0.07%	158
2020 Q1	$439K	Sell	31,203 -4,572	-13%	-$64.3K	0.06%	167
2019 Q4	$717K	Buy	35,775 +5,544	+18%	+$111K	0.09%	131
2019 Q3	$570K	Sell	30,231 -243	-0.8%	-$4.58K	0.08%	138
2019 Q2	$580K	Buy	30,474 +2,340	+8%	+$44.5K	0.09%	132
2019 Q1	$519K	Buy	28,134 +4,635	+20%	+$85.5K	0.09%	131
2018 Q4	$375K	Buy	23,499 +564	+2%	+$9K	0.07%	137
2018 Q3	$442K	Buy	22,935 +20,163	+727%	+$389K	0.08%	132
2018 Q2	$51K	Buy	2,772 +6	+0.2%	+$110	0.01%	459
2018 Q1	$49K	Buy	+2,766	New	+$49K	0.01%	403