CIA
Compass Ion 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 | $542K | Sell |
19,328
-3,957
| -17% | -$111K | 0.06% | 160 |
|
|
2025
Q1 | $610K | Sell |
23,285
-9,196
| -28% | -$241K | 0.07% | 150 |
|
|
2024
Q4 | $900K | Buy |
32,481
+20,977
| +182% | +$581K | 0.11% | 111 |
|
|
2024
Q3 | $956K | Buy |
+11,504
| New | +$956K | 0.12% | 104 |
|