Brown Wealth Management’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 | $6.96M | Buy |
248,285
+32,998
| +15% | +$926K | 2.16% | 12 |
|
|
2025
Q1 | $5.64M | Sell |
215,287
-4,541
| -2% | -$119K | 1.94% | 13 |
|
|
2024
Q4 | $6.09M | Buy |
219,828
+3,792
| +2% | +$105K | 2.16% | 12 |
|
|
2024
Q3 | $5.98M | Sell |
216,036
-96,078
| -31% | -$2.66M | 2.16% | 12 |
|
|
2024
Q2 | $8.1M | Buy |
312,114
+15,603
| +5% | +$405K | 3.26% | 9 |
|
|
2024
Q1 | $8.05M | Buy |
+296,511
| New | +$8.05M | 3.33% | 9 |
|