CW
Code Waechter’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 | $4.17M | Sell |
148,703
-10,394
| -7% | -$292K | 2.97% | 9 |
|
|
2025
Q1 | $4.17M | Buy |
159,097
+14,808
| +10% | +$388K | 3.43% | 9 |
|
|
2024
Q4 | $4M | Buy |
144,289
+96,258
| +200% | +$2.67M | 3.49% | 9 |
|
|
2024
Q3 | $3.99M | Buy |
+48,031
| New | +$3.99M | 3.8% | 7 |
|