AEPWM
Atlantic Edge Private 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 | $11K | Hold |
393
| – | – | ﹤0.01% | 353 |
|
|
2025
Q1 | $10.3K | Hold |
393
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $10.9K | Buy |
393
+262
| +200% | +$7.26K | ﹤0.01% | 331 |
|
|
2024
Q3 | $10.9K | Hold |
131
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $10.2K | Hold |
131
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $10.7K | Hold |
131
| – | – | ﹤0.01% | 308 |
|
|
2023
Q4 | $9.87K | Buy |
+131
| New | +$9.87K | ﹤0.01% | 296 |
|