Atlantic Private Wealth’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 | $6.09K | Buy |
217
+1
| +0.5% | +$28 | ﹤0.01% | 184 |
|
|
2025
Q1 | $5.67K | Hold |
216
| – | – | ﹤0.01% | 185 |
|
|
2024
Q4 | $5.98K | Buy |
216
+3
| +1% | +$83 | ﹤0.01% | 173 |
|
|
2024
Q3 | $5.95K | Hold |
213
| – | – | ﹤0.01% | 157 |
|
|
2024
Q2 | $5.54K | Hold |
213
| – | – | ﹤0.01% | 86 |
|
|
2024
Q1 | $5.79K | Hold |
213
| – | – | ﹤0.01% | 91 |
|
|
2023
Q4 | $5.34K | Hold |
213
| – | – | ﹤0.01% | 88 |
|
|
2023
Q3 | $4.78K | Buy |
213
+3
| +1% | +$67 | ﹤0.01% | 90 |
|
|
2023
Q2 | $4.99K | Buy |
+210
| New | +$4.99K | 0.01% | 84 |
|