BWG
Balanced Wealth Group’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 | $3.9M | Sell |
136,461
-1,351
| -1% | -$38.6K | 1.69% | 14 |
|
|
2025
Q1 | $3.61M | Buy |
137,812
+5,277
| +4% | +$138K | 1.75% | 15 |
|
|
2024
Q4 | $3.84M | Buy |
132,535
+88,135
| +199% | +$2.55M | 1.72% | 15 |
|
|
2024
Q3 | $3.69M | Sell |
44,400
-776
| -2% | -$64.5K | 1.63% | 16 |
|
|
2024
Q2 | $3.48M | Buy |
45,176
+125
| +0.3% | +$9.64K | 1.58% | 16 |
|
|
2024
Q1 | $3.6M | Buy |
45,051
+6,948
| +18% | +$555K | 1.6% | 17 |
|
|
2023
Q4 | $2.87M | Buy |
+38,103
| New | +$2.87M | 1.49% | 17 |
|