YHB Investment 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 | $742K | Sell |
26,468
-48
| -0.2% | -$1.35K | 0.06% | 184 |
|
|
2025
Q1 | $695K | Buy |
26,516
+275
| +1% | +$7.21K | 0.06% | 180 |
|
|
2024
Q4 | $727K | Buy |
26,241
+171
| +0.7% | +$4.74K | 0.06% | 167 |
|
|
2024
Q3 | $722K | Buy |
26,070
+813
| +3% | +$22.5K | 0.06% | 171 |
|
|
2024
Q2 | $655K | Sell |
25,257
-222
| -0.9% | -$5.76K | 0.06% | 176 |
|
|
2024
Q1 | $692K | Buy |
25,479
+537
| +2% | +$14.6K | 0.06% | 168 |
|
|
2023
Q4 | $626K | Sell |
24,942
-143,844
| -85% | -$3.61M | 0.06% | 172 |
|
|
2023
Q3 | $3.81M | Sell |
168,786
-522
| -0.3% | -$11.8K | 0.35% | 81 |
|
|
2023
Q2 | $4.01M | Buy |
169,308
+1,863
| +1% | +$44.1K | 0.37% | 73 |
|
|
2023
Q1 | $3.79M | Buy |
167,445
+4,653
| +3% | +$105K | 0.38% | 76 |
|
|
2022
Q4 | $3.56M | Buy |
162,792
+2,331
| +1% | +$51K | 0.38% | 75 |
|
|
2022
Q3 | $3.24M | Sell |
160,461
-23,085
| -13% | -$466K | 0.36% | 74 |
|
|
2022
Q2 | $3.84M | Sell |
183,546
-10,788
| -6% | -$226K | 0.4% | 72 |
|
|
2022
Q1 | $4.91M | Buy |
194,334
+4,362
| +2% | +$110K | 0.43% | 66 |
|
|
2021
Q4 | $5.09M | Buy |
189,972
+8,607
| +5% | +$231K | 0.4% | 64 |
|
|
2021
Q3 | $4.63M | Buy |
181,365
+10,383
| +6% | +$265K | 0.4% | 68 |
|
|
2021
Q2 | $4.46M | Buy |
170,982
+9,978
| +6% | +$260K | 0.38% | 73 |
|
|
2021
Q1 | $4.16M | Buy |
161,004
+14,106
| +10% | +$365K | 0.36% | 75 |
|
|
2020
Q4 | $3.34M | Buy |
146,898
+7,020
| +5% | +$160K | 0.32% | 82 |
|
|
2020
Q3 | $2.59M | Buy |
+139,878
| New | +$2.59M | 0.28% | 83 |
|