Zhang Financial’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 | $2.66M | Sell |
94,923
-20,243
| -18% | -$568K | 0.12% | 93 |
|
|
2025
Q1 | $3.02M | Sell |
115,166
-429
| -0.4% | -$11.2K | 0.16% | 79 |
|
|
2024
Q4 | $3.2M | Buy |
115,595
+7,238
| +7% | +$201K | 0.18% | 66 |
|
|
2024
Q3 | $3M | Buy |
108,357
+17,247
| +19% | +$478K | 0.19% | 65 |
|
|
2024
Q2 | $2.36M | Buy |
91,110
+15,216
| +20% | +$395K | 0.17% | 77 |
|
|
2024
Q1 | $2.06M | Buy |
75,894
+480
| +0.6% | +$13K | 0.15% | 84 |
|
|
2023
Q4 | $1.89M | Buy |
75,414
+2,058
| +3% | +$51.7K | 0.16% | 76 |
|
|
2023
Q3 | $1.66M | Sell |
73,356
-4,770
| -6% | -$108K | 0.17% | 76 |
|
|
2023
Q2 | $1.86M | Sell |
78,126
-18
| -0% | -$428 | 0.19% | 67 |
|
|
2023
Q1 | $1.77M | Buy |
78,144
+5,394
| +7% | +$122K | 0.2% | 67 |
|
|
2022
Q4 | $1.59M | Buy |
72,750
+40,383
| +125% | +$883K | 0.2% | 66 |
|
|
2022
Q3 | $653K | Buy |
32,367
+6,432
| +25% | +$130K | 0.1% | 111 |
|
|
2022
Q2 | $542K | Sell |
25,935
-5,580
| -18% | -$117K | 0.09% | 124 |
|
|
2022
Q1 | $797K | Buy |
+31,515
| New | +$797K | 0.13% | 96 |
|