FWA
FSM 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 | $264K | Hold |
9,282
| – | – | 0.04% | 232 |
|
|
2025
Q1 | $243K | Sell |
9,282
-36
| -0.4% | -$943 | 0.05% | 182 |
|
|
2024
Q4 | $267K | Buy |
9,318
+6,212
| +200% | +$178K | 0.07% | 147 |
|
|
2024
Q3 | $258K | Hold |
3,106
| – | – | 0.07% | 145 |
|
|
2024
Q2 | $242K | Hold |
3,106
| – | – | 0.08% | 132 |
|
|
2024
Q1 | $253K | Buy |
+3,106
| New | +$253K | 0.09% | 135 |
|