CA
CWC 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 | $518K | Sell |
18,471
-55
| -0.3% | -$1.54K | 0.27% | 78 |
|
|
2025
Q1 | $485K | Sell |
18,526
-52
| -0.3% | -$1.36K | 0.28% | 78 |
|
|
2024
Q4 | $515K | Buy |
18,578
+12,434
| +202% | +$345K | 0.51% | 55 |
|
|
2024
Q3 | $511K | Buy |
+6,144
| New | +$511K | 0.5% | 56 |
|