EverSource Wealth 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 | $28.9K | Hold |
1,029
| – | – | ﹤0.01% | 1997 |
|
|
2025
Q1 | $27K | Hold |
1,029
| – | – | ﹤0.01% | 1534 |
|
|
2024
Q4 | $28.5K | Hold |
1,029
| – | – | ﹤0.01% | 1447 |
|
|
2024
Q3 | $28.5K | Hold |
1,029
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q2 | $27.9K | Hold |
1,029
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q1 | $26.2K | Buy |
1,029
+444
| +76% | +$11.3K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $14.7K | Hold |
585
| – | – | ﹤0.01% | 1394 |
|
|
2023
Q3 | $13.2K | Hold |
585
| – | – | ﹤0.01% | 1302 |
|
|
2023
Q2 | $13.9K | Hold |
585
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q1 | $13.2K | Hold |
585
| – | – | ﹤0.01% | 1251 |
|
|
2022
Q4 | $12.8K | Buy |
+585
| New | +$12.8K | ﹤0.01% | 1235 |
|