BMD
Better Money Decisions’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 | $229K | Buy |
8,150
+27
| +0.3% | +$757 | 0.14% | 68 |
|
|
2025
Q1 | $213K | Buy |
8,123
+21
| +0.3% | +$550 | 0.14% | 68 |
|
|
2024
Q4 | $225K | Buy |
8,102
+5,411
| +201% | +$150K | 0.16% | 64 |
|
|
2024
Q3 | $224K | Buy |
2,691
+15
| +0.6% | +$1.25K | 0.16% | 62 |
|
|
2024
Q2 | $208K | Buy |
2,676
+3
| +0.1% | +$234 | 0.16% | 65 |
|
|
2024
Q1 | $218K | Buy |
+2,673
| New | +$218K | 0.17% | 64 |
|