Congress 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 | $6.41M | Sell |
228,624
-1,836
| -0.8% | -$51.5K | 0.06% | 338 |
|
|
2025
Q1 | $6.06M | Buy |
230,460
+32,604
| +16% | +$858K | 0.07% | 297 |
|
|
2024
Q4 | $5.48M | Buy |
197,856
+5,913
| +3% | +$164K | 0.08% | 275 |
|
|
2024
Q3 | $5.32M | Buy |
191,943
+708
| +0.4% | +$19.6K | 0.07% | 286 |
|
|
2024
Q2 | $4.96M | Sell |
191,235
-2,088
| -1% | -$54.2K | 0.08% | 248 |
|
|
2024
Q1 | $5.25M | Sell |
193,323
-4,944
| -2% | -$134K | 0.09% | 223 |
|
|
2023
Q4 | $4.98M | Sell |
198,267
-5,124
| -3% | -$129K | 0.09% | 224 |
|
|
2023
Q3 | $4.59M | Sell |
203,391
-61,719
| -23% | -$1.39M | 0.09% | 223 |
|
|
2023
Q2 | $6.28M | Sell |
265,110
-8,937
| -3% | -$212K | 0.15% | 166 |
|
|
2023
Q1 | $6.2M | Buy |
274,047
+6,453
| +2% | +$146K | 0.15% | 168 |
|
|
2022
Q4 | $5.85M | Sell |
267,594
-6,408
| -2% | -$140K | 0.15% | 173 |
|
|
2022
Q3 | $5.53M | Buy |
274,002
+672
| +0.2% | +$13.6K | 0.15% | 173 |
|
|
2022
Q2 | $5.72M | Buy |
273,330
+16,476
| +6% | +$344K | 0.15% | 173 |
|
|
2022
Q1 | $6.49M | Sell |
256,854
-71,550
| -22% | -$1.81M | 0.14% | 180 |
|
|
2021
Q4 | $8.81M | Buy |
+328,404
| New | +$8.81M | 0.18% | 166 |
|