Y-Intercept (HK)’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 | $478K | Buy |
+17,037
| New | +$478K | 0.01% | 1220 |
|
|
2024
Q4 | – | Sell |
-19,752
| Closed | -$547K | – | 1602 |
|
|
2024
Q3 | $547K | Buy |
+19,752
| New | +$547K | 0.03% | 739 |
|
|
2022
Q4 | – | Sell |
-9,927
| Closed | -$200K | – | 1309 |
|
|
2022
Q3 | $200K | Buy |
+9,927
| New | +$200K | 0.02% | 825 |
|
|
2021
Q3 | – | Sell |
-9,003
| Closed | -$235K | – | 873 |
|
|
2021
Q2 | $235K | Buy |
+9,003
| New | +$235K | 0.06% | 492 |
|