Avidian Wealth Enterprises’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 | $814K | Sell |
29,026
-67,780
| -70% | -$1.9M | 0.03% | 236 |
|
|
2025
Q1 | $2.54M | Buy |
96,806
+33,897
| +54% | +$888K | 0.11% | 106 |
|
|
2024
Q4 | $1.74M | Buy |
62,909
+5
| +0% | +$139 | 0.08% | 132 |
|
|
2024
Q3 | $1.74M | Buy |
62,904
+12
| +0% | +$332 | 0.08% | 134 |
|
|
2024
Q2 | $1.63M | Buy |
62,892
+50,169
| +394% | +$1.3M | 0.07% | 131 |
|
|
2024
Q1 | $345K | Sell |
12,723
-354
| -3% | -$9.61K | 0.02% | 327 |
|
|
2023
Q4 | $328K | Sell |
13,077
-4,230
| -24% | -$106K | 0.02% | 324 |
|
|
2023
Q3 | $390K | Sell |
17,307
-3,132
| -15% | -$70.7K | 0.03% | 286 |
|
|
2023
Q2 | $484K | Buy |
20,439
+2,895
| +17% | +$68.5K | 0.03% | 270 |
|
|
2023
Q1 | $397K | Sell |
17,544
-12,297
| -41% | -$278K | 0.02% | 333 |
|
|
2022
Q4 | $653K | Buy |
29,841
+12,195
| +69% | +$267K | 0.04% | 237 |
|
|
2022
Q3 | $356K | Sell |
17,646
-30,120
| -63% | -$608K | 0.03% | 293 |
|
|
2022
Q2 | $999K | Buy |
47,766
+2,247
| +5% | +$47K | 0.07% | 168 |
|
|
2022
Q1 | $1.15M | Sell |
45,519
-2,799
| -6% | -$70.8K | 0.07% | 167 |
|
|
2021
Q4 | $1.3M | Buy |
+48,318
| New | +$1.3M | 0.08% | 152 |
|