Beacon Bridge Wealth Partners’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 | $3.4M | Buy |
121,311
+2,531
| +2% | +$71K | 1.35% | 23 |
|
|
2025
Q1 | $3.11M | Buy |
118,780
+8,543
| +8% | +$224K | 1.33% | 23 |
|
|
2024
Q4 | $3.05M | Sell |
110,237
-376
| -0.3% | -$10.4K | 1.3% | 23 |
|
|
2024
Q3 | $3.06M | Buy |
110,613
+3,807
| +4% | +$105K | 1.32% | 26 |
|
|
2024
Q2 | $2.77M | Sell |
106,806
-11,931
| -10% | -$310K | 1.27% | 25 |
|
|
2024
Q1 | $3.22M | Sell |
118,737
-43,416
| -27% | -$1.18M | 1.52% | 23 |
|
|
2023
Q4 | $4.07M | Sell |
162,153
-717
| -0.4% | -$18K | 2.03% | 15 |
|
|
2023
Q3 | $3.67M | Buy |
162,870
+17,754
| +12% | +$401K | 1.94% | 17 |
|
|
2023
Q2 | $3.44M | Sell |
145,116
-80,955
| -36% | -$1.92M | 1.76% | 15 |
|
|
2023
Q1 | $5.11M | Sell |
226,071
-44,127
| -16% | -$998K | 3.07% | 12 |
|
|
2022
Q4 | $5.91M | Buy |
+270,198
| New | +$5.91M | 4.3% | 8 |
|