DWM
Diversify Wealth Management’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 | $4.24M | Sell |
147,175
-5,563
| -4% | -$160K | 0.26% | 116 |
|
|
2025
Q1 | $3.92M | Sell |
152,738
-389
| -0.3% | -$9.97K | 0.29% | 100 |
|
|
2024
Q4 | $4.23M | Sell |
153,127
-824
| -0.5% | -$22.8K | 0.33% | 76 |
|
|
2024
Q3 | $4.26M | Buy |
+153,951
| New | +$4.26M | 0.41% | 60 |
|