Empower Advisory 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 | $244K | Sell |
8,706
-552
| -6% | -$15.5K | ﹤0.01% | 447 |
|
|
2025
Q1 | $243K | Sell |
9,258
-2,904
| -24% | -$76.1K | ﹤0.01% | 440 |
|
|
2024
Q4 | $337K | Buy |
12,162
+2,256
| +23% | +$62.5K | ﹤0.01% | 385 |
|
|
2024
Q3 | $274K | Buy |
9,906
+1,710
| +21% | +$47.4K | ﹤0.01% | 421 |
|
|
2024
Q2 | $213K | Sell |
8,196
-789
| -9% | -$20.5K | ﹤0.01% | 471 |
|
|
2024
Q1 | $244K | Sell |
8,985
-4,536
| -34% | -$123K | ﹤0.01% | 453 |
|
|
2023
Q4 | $339K | Sell |
13,521
-600
| -4% | -$15.1K | ﹤0.01% | 368 |
|
|
2023
Q3 | $319K | Sell |
14,121
-2,364
| -14% | -$53.3K | ﹤0.01% | 363 |
|
|
2023
Q2 | $390K | Buy |
16,485
+5,409
| +49% | +$128K | ﹤0.01% | 344 |
|
|
2023
Q1 | $250K | Buy |
+11,076
| New | +$250K | ﹤0.01% | 428 |
|