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Bellwether Advisors’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 | $48.5K | Hold |
1,728
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $45.3K | Hold |
1,728
| – | – | 0.01% | 226 |
|
|
2024
Q4 | $47.9K | Buy |
+1,728
| New | +$47.9K | 0.01% | 236 |
|
|
2023
Q2 | – | Sell |
-576
| Closed | -$39.1K | – | 382 |
|
|
2023
Q1 | $39.1K | Hold |
576
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $37.8K | Buy |
+576
| New | +$37.8K | 0.01% | 205 |
|