EFA
Evernest Financial 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 | $580K | Buy |
20,681
+3,061
| +17% | +$85.9K | 0.19% | 101 |
|
|
2025
Q1 | $462K | Buy |
17,620
+52
| +0.3% | +$1.36K | 0.17% | 107 |
|
|
2024
Q4 | $487K | Buy |
17,568
+11,736
| +201% | +$325K | 0.13% | 112 |
|
|
2024
Q3 | $485K | Buy |
5,832
+41
| +0.7% | +$3.41K | 0.13% | 107 |
|
|
2024
Q2 | $451K | Hold |
5,791
| – | – | 0.2% | 92 |
|
|
2024
Q1 | $438K | Sell |
5,791
-5,726
| -50% | -$433K | 0.21% | 89 |
|
|
2023
Q4 | $867K | Buy |
+11,517
| New | +$867K | 0.44% | 52 |
|
|
2021
Q4 | $438K | Buy |
+5,772
| New | +$438K | 0.23% | 87 |
|