Beacon Capital Management LLC (Tennessee)’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 | $13K | Hold |
465
| – | – | ﹤0.01% | 579 |
|
|
2025
Q1 | $12.2K | Hold |
465
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $12.9K | Hold |
465
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $12.9K | Buy |
+465
| New | +$12.9K | ﹤0.01% | 586 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$2.62K | – | 1002 |
|
|
2022
Q4 | $2.62K | Hold |
120
| – | – | ﹤0.01% | 754 |
|
|
2022
Q3 | $3K | Sell |
120
-117
| -49% | -$2.93K | ﹤0.01% | 694 |
|
|
2022
Q2 | $6K | Hold |
237
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $6K | Buy |
+237
| New | +$6K | ﹤0.01% | 619 |
|