Cooksen Wealth’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 | $612K | Buy |
21,831
+13,363
| +158% | +$375K | 0.49% | 33 |
|
|
2025
Q1 | $690K | Sell |
8,468
-13,550
| -62% | -$1.1M | 0.7% | 29 |
|
|
2024
Q4 | $610K | Sell |
22,018
-1,787
| -8% | -$49.5K | 0.56% | 32 |
|
|
2024
Q3 | $659K | Sell |
23,805
-777
| -3% | -$21.5K | 0.62% | 32 |
|
|
2024
Q2 | $638K | Sell |
24,582
-822
| -3% | -$21.3K | 0.64% | 32 |
|
|
2024
Q1 | $690K | Sell |
25,404
-225
| -0.9% | -$6.11K | 0.72% | 29 |
|
|
2023
Q4 | $643K | Buy |
+25,629
| New | +$643K | 0.73% | 30 |
|