CWM
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Congress Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Congress Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.41M Sell
228,624
-1,836
-0.8% -$48.4K 0.06% 338
2025
Q1 		$6.06M Buy
230,460
+32,604
+16% +$908K 0.07% 297
2024
Q4 		$5.48M Buy
197,856
+5,913
+3% +$168K 0.08% 275
2024
Q3 		$5.32M Buy
191,943
+708
+0.4% +$18.8K 0.07% 286
2024
Q2 		$4.96M Sell
191,235
-2,088
-1% -$54.6K 0.08% 248
2024
Q1 		$5.25M Sell
193,323
-4,944
-2% -$126K 0.09% 223
2023
Q4 		$4.98M Sell
198,267
-5,124
-3% -$117K 0.09% 224
2023
Q3 		$4.59M Sell
203,391
-61,719
-23% -$1.46M 0.09% 223
2023
Q2 		$6.28M Sell
265,110
-8,937
-3% -$201K 0.15% 166
2023
Q1 		$6.2M Buy
274,047
+6,453
+2% +$149K 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% +$15K 0.15% 173
2022
Q2 		$5.71M Buy
273,330
+16,476
+6% +$380K 0.15% 173
2022
Q1 		$6.49M Sell
256,854
-71,550
-22% -$1.79M 0.14% 180
2021
Q4 		$8.8M Buy
+328,404
New +$8.76M 0.18% 167

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AA
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LWMT
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JFG
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