EA
Enclave 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 | $384K | Sell |
13,694
-147
| -1% | -$4.12K | 0.06% | 84 |
|
|
2025
Q1 | $363K | Sell |
13,841
-207
| -1% | -$5.42K | 0.06% | 85 |
|
|
2024
Q4 | $389K | Buy |
14,048
+8,754
| +165% | +$243K | 0.06% | 87 |
|
|
2024
Q3 | $440K | Buy |
+5,294
| New | +$440K | 0.07% | 81 |
|