AWM
SCHM icon

Aspire Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aspire Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,182
Closed -$26.7K – 185
2023
Q3 		$26.7K Hold
1,182
– – 0.02% 135
2023
Q2 		$28K Hold
1,182
– – 0.02% 140
2023
Q1 		$26.7K Hold
1,182
– – 0.02% 139
2022
Q4 		$25.9K Sell
1,182
-1,566
-57% -$34.3K 0.02% 137
2022
Q3 		$55K Hold
2,748
– – 0.05% 109
2022
Q2 		$57K Hold
2,748
– – 0.05% 116
2022
Q1 		$69K Hold
2,748
– – 0.05% 108
2021
Q4 		$74K Buy
+2,748
New +$73.3K 0.06% 113

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