DAS
Diversify Advisory Services’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 | $775K | Buy |
26,882
+3,643
| +16% | +$105K | 0.03% | 395 |
|
|
2025
Q1 | $596K | Buy |
23,239
+232
| +1% | +$5.95K | 0.04% | 320 |
|
|
2024
Q4 | $635K | Sell |
23,007
-146
| -0.6% | -$4.03K | 0.04% | 312 |
|
|
2024
Q3 | $645K | Buy |
23,153
+18,465
| +394% | +$514K | 0.03% | 334 |
|
|
2024
Q2 | $361K | Buy |
4,688
+485
| +12% | +$37.3K | 0.02% | 460 |
|
|
2024
Q1 | $340K | Buy |
+4,203
| New | +$340K | 0.02% | 507 |
|