Elevation Wealth Partners’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 | $1.01M | Buy |
36,051
+13
| +0% | +$365 | 0.4% | 44 |
|
|
2025
Q1 | $944K | Sell |
36,038
-5,897
| -14% | -$155K | 0.41% | 44 |
|
|
2024
Q4 | $1.16M | Sell |
41,935
-20,033
| -32% | -$555K | 0.49% | 39 |
|
|
2024
Q3 | $1.72M | Buy |
61,968
+3,192
| +5% | +$88.4K | 0.74% | 29 |
|
|
2024
Q2 | $1.52M | Sell |
58,776
-2,508
| -4% | -$65.1K | 0.72% | 31 |
|
|
2024
Q1 | $1.66M | Sell |
61,284
-5,613
| -8% | -$152K | 0.83% | 25 |
|
|
2023
Q4 | $1.51M | Buy |
66,897
+56,679
| +555% | +$1.28M | 0.91% | 24 |
|
|
2023
Q3 | $231K | Sell |
10,218
-117
| -1% | -$2.64K | 0.2% | 49 |
|
|
2023
Q2 | $245K | Buy |
10,335
+9
| +0.1% | +$213 | 0.21% | 49 |
|
|
2023
Q1 | $234K | Buy |
+10,326
| New | +$234K | 0.21% | 56 |
|