Cornerstone Wealth Group’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 | $1.63M | Sell |
58,208
-8,665
| -13% | -$243K | 0.12% | 112 |
|
|
2025
Q1 | $1.75M | Sell |
66,873
-5,318
| -7% | -$139K | 0.15% | 113 |
|
|
2024
Q4 | $2M | Buy |
72,191
+2,996
| +4% | +$83K | 0.16% | 108 |
|
|
2024
Q3 | $1.92M | Sell |
69,195
-2,115
| -3% | -$58.6K | 0.16% | 108 |
|
|
2024
Q2 | $1.85M | Sell |
71,310
-93
| -0.1% | -$2.41K | 0.16% | 105 |
|
|
2024
Q1 | $1.94M | Buy |
+71,403
| New | +$1.94M | 0.18% | 99 |
|