AWM Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $274K | Buy |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Hold |
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|
2021
Q3 | $209K | Buy |
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