GeoWealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124 | Buy |
+4
| New | +$124 | ﹤0.01% | 1199 |
|
|
2025
Q1 | – | Hold |
0
| – | -$11 | – | 1058 |
|
|
2024
Q4 | – | Hold |
0
| – | -$11 | – | 1788 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1693 |
|
|
2024
Q2 | – | Sell |
-10,623
| Closed | -$288K | – | 938 |
|
|
2024
Q1 | $288K | Buy |
+10,623
| New | +$288K | 0.01% | 584 |
|
|
2023
Q4 | – | Sell |
-10,989
| Closed | -$248K | – | 720 |
|
|
2023
Q3 | $248K | Buy |
+10,989
| New | +$248K | 0.03% | 261 |
|