BWA
BlueChip Wealth 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 | $786K | Sell |
28,007
-204
| -0.7% | -$5.72K | 0.35% | 57 |
|
|
2025
Q1 | $739K | Sell |
28,211
-4,964
| -15% | -$130K | 0.36% | 61 |
|
|
2024
Q4 | $919K | Buy |
33,175
+22,394
| +208% | +$621K | 0.51% | 41 |
|
|
2024
Q3 | $896K | Sell |
10,781
-173
| -2% | -$14.4K | 0.47% | 47 |
|
|
2024
Q2 | $853K | Sell |
10,954
-237
| -2% | -$18.4K | 0.5% | 44 |
|
|
2024
Q1 | $911K | Sell |
11,191
-53
| -0.5% | -$4.32K | 0.59% | 39 |
|
|
2023
Q4 | $847K | Buy |
+11,244
| New | +$847K | 0.59% | 41 |
|