BWM
Benchmark Wealth Management’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 | $1.46M | Hold |
52,059
| – | – | 0.65% | 24 |
|
|
2025
Q1 | $1.36M | Hold |
52,059
| – | – | 0.66% | 24 |
|
|
2024
Q4 | $1.44M | Buy |
52,059
+36,410
| +233% | +$1.01M | 0.71% | 17 |
|
|
2024
Q3 | $1.3M | Buy |
15,649
+1
| +0% | +$83 | 0.64% | 18 |
|
|
2024
Q2 | $1.22M | Hold |
15,648
| – | – | 0.65% | 18 |
|
|
2024
Q1 | $1.27M | Hold |
15,648
| – | – | 0.69% | 18 |
|
|
2023
Q4 | $1.18M | Sell |
15,648
-790
| -5% | -$59.5K | 0.7% | 20 |
|
|
2023
Q3 | $1.11M | Hold |
16,438
| – | – | 0.71% | 20 |
|
|
2023
Q2 | $1.17M | Buy |
16,438
+1
| +0% | +$71 | 0.7% | 19 |
|
|
2023
Q1 | $1.11M | Hold |
16,437
| – | – | 0.71% | 20 |
|
|
2022
Q4 | $1.08M | Hold |
16,437
| – | – | 0.78% | 19 |
|
|
2022
Q3 | $995K | Buy |
16,437
+1,374
| +9% | +$83.2K | 0.78% | 18 |
|
|
2022
Q2 | $945K | Hold |
15,063
| – | – | 0.7% | 16 |
|
|
2022
Q1 | $1.14M | Hold |
15,063
| – | – | 0.77% | 15 |
|
|
2021
Q4 | $1.21M | Hold |
15,063
| – | – | 0.78% | 15 |
|
|
2021
Q3 | $1.16M | Hold |
15,063
| – | – | 0.81% | 14 |
|
|
2021
Q2 | $1.18M | Hold |
15,063
| – | – | 0.81% | 14 |
|
|
2021
Q1 | $1.12M | Hold |
15,063
| – | – | 0.83% | 15 |
|
|
2020
Q4 | $1.03M | Hold |
15,063
| – | – | 0.78% | 13 |
|
|
2020
Q3 | $836K | Hold |
15,063
| – | – | 0.66% | 13 |
|
|
2020
Q2 | $793K | Hold |
15,063
| – | – | 0.68% | 13 |
|
|
2020
Q1 | $635K | Sell |
15,063
-1,079
| -7% | -$45.5K | 0.64% | 15 |
|
|
2019
Q4 | $971K | Buy |
+16,142
| New | +$971K | 0.84% | 14 |
|