EA
Evolution Advisers’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 | $117K | Hold |
4,191
| – | – | 0.06% | 55 |
|
|
2025
Q1 | $109K | Hold |
4,191
| – | – | 0.06% | 59 |
|
|
2024
Q4 | $116K | Buy |
4,191
+2,794
| +200% | +$77.3K | 0.06% | 53 |
|
|
2024
Q3 | $116K | Hold |
1,397
| – | – | 0.06% | 51 |
|
|
2024
Q2 | $108K | Hold |
1,397
| – | – | 0.06% | 51 |
|
|
2024
Q1 | $114K | Hold |
1,397
| – | – | 0.07% | 50 |
|
|
2023
Q4 | $105K | Buy |
+1,397
| New | +$105K | 0.07% | 51 |
|