AWM
Arista Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
24,042
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $630K | Hold |
24,042
| – | – | 0.15% | 32 |
|
|
2024
Q4 | $666K | Buy |
24,042
+16,028
| +200% | +$444K | 0.16% | 36 |
|
|
2024
Q3 | $666K | Hold |
8,014
| – | – | 0.16% | 32 |
|
|
2024
Q2 | $624K | Hold |
8,014
| – | – | 0.16% | 32 |
|
|
2024
Q1 | $653K | Buy |
+8,014
| New | +$653K | 0.5% | 24 |
|