Atria Wealth Solutions’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 | $823K | Sell |
29,089
-2,586
| -8% | -$73.2K | 0.02% | 720 |
|
|
2025
Q1 | $830K | Sell |
31,675
-1,336
| -4% | -$35K | 0.01% | 949 |
|
|
2024
Q4 | $915K | Buy |
33,011
+779
| +2% | +$21.6K | 0.01% | 952 |
|
|
2024
Q3 | $893K | Sell |
32,232
-546
| -2% | -$15.1K | 0.01% | 943 |
|
|
2024
Q2 | $852K | Sell |
32,778
-1,425
| -4% | -$37.1K | 0.01% | 952 |
|
|
2024
Q1 | $928K | Sell |
34,203
-3,342
| -9% | -$90.7K | 0.01% | 941 |
|
|
2023
Q4 | $943K | Buy |
37,545
+3,459
| +10% | +$86.8K | 0.01% | 879 |
|
|
2023
Q3 | $769K | Sell |
34,086
-66
| -0.2% | -$1.49K | 0.01% | 925 |
|
|
2023
Q2 | $809K | Buy |
34,152
+2,304
| +7% | +$54.6K | 0.01% | 937 |
|
|
2023
Q1 | $720K | Buy |
31,848
+570
| +2% | +$12.9K | 0.01% | 952 |
|
|
2022
Q4 | $684K | Sell |
31,278
-16,686
| -35% | -$365K | 0.01% | 934 |
|
|
2022
Q3 | $968K | Buy |
47,964
+1,545
| +3% | +$31.2K | 0.02% | 720 |
|
|
2022
Q2 | $971K | Buy |
46,419
+2,070
| +5% | +$43.3K | 0.02% | 686 |
|
|
2022
Q1 | $1.12M | Buy |
+44,349
| New | +$1.12M | 0.02% | 683 |
|