CWA
Continuum Wealth 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 | $577K | Sell |
20,571
-840
| -4% | -$23.6K | 0.28% | 28 |
|
|
2025
Q1 | $561K | Sell |
21,411
-2,417
| -10% | -$63.3K | 0.29% | 29 |
|
|
2024
Q4 | $660K | Buy |
23,828
+15,864
| +199% | +$440K | 0.33% | 28 |
|
|
2024
Q3 | $662K | Sell |
7,964
-303
| -4% | -$25.2K | 0.36% | 29 |
|
|
2024
Q2 | $643K | Sell |
8,267
-235
| -3% | -$18.3K | 0.34% | 24 |
|
|
2024
Q1 | $692K | Sell |
8,502
-101
| -1% | -$8.22K | 0.39% | 23 |
|
|
2023
Q4 | $648K | Sell |
8,603
-178
| -2% | -$13.4K | 0.42% | 21 |
|
|
2023
Q3 | $594K | Sell |
8,781
-10
| -0.1% | -$677 | 0.42% | 24 |
|
|
2023
Q2 | $624K | Hold |
8,791
| – | – | 0.44% | 23 |
|
|
2023
Q1 | $596K | Sell |
8,791
-24,063
| -73% | -$1.63M | 0.49% | 17 |
|
|
2022
Q4 | $2.16M | Buy |
+32,854
| New | +$2.16M | 2.14% | 10 |
|