GWSA
Global Wealth Strategies & Associates’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 | $60.4K | Sell |
2,154
-54
| -2% | -$1.52K | 0.02% | 102 |
|
|
2025
Q1 | $57.9K | Buy |
2,208
+1
| +0% | +$26 | 0.02% | 103 |
|
|
2024
Q4 | $61.2K | Buy |
2,207
+1,472
| +200% | +$40.8K | 0.02% | 96 |
|
|
2024
Q3 | $61.1K | Buy |
735
+161
| +28% | +$13.4K | 0.02% | 86 |
|
|
2024
Q2 | $44.7K | Hold |
574
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $46.7K | Hold |
574
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $43.2K | Hold |
574
| – | – | 0.02% | 92 |
|
|
2023
Q3 | $38.8K | Hold |
574
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $40.8K | Buy |
+574
| New | +$40.8K | 0.02% | 86 |
|