EWM
EPG 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
Q1 | – | Sell |
-81
| Closed | -$2.25K | – | 429 |
|
|
2024
Q4 | $2.25K | Buy |
81
+54
| +200% | +$1.5K | ﹤0.01% | 412 |
|
|
2024
Q3 | $2.24K | Buy |
+27
| New | +$2.24K | ﹤0.01% | 410 |
|
|
2024
Q2 | – | Sell |
-331
| Closed | -$27K | – | 355 |
|
|
2024
Q1 | $27K | Hold |
331
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $24.7K | Hold |
331
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $22.4K | Hold |
331
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $23.5K | Hold |
331
| – | – | 0.01% | 325 |
|
|
2023
Q1 | $22.5K | Hold |
331
| – | – | 0.01% | 333 |
|
|
2022
Q4 | $21.7K | Hold |
331
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $20K | Buy |
+331
| New | +$20K | 0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-331
| Closed | -$25K | – | 363 |
|
|
2022
Q1 | $25K | Sell |
331
-34
| -9% | -$2.57K | 0.01% | 322 |
|
|
2021
Q4 | $29K | Hold |
365
| – | – | 0.01% | 321 |
|
|
2021
Q3 | $28K | Buy |
+365
| New | +$28K | 0.01% | 299 |
|
|
2020
Q2 | – | Sell |
-365
| Closed | -$15K | – | 642 |
|
|
2020
Q1 | $15K | Hold |
365
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $22K | Buy |
+365
| New | +$22K | 0.02% | 336 |
|