Golden State Wealth 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 | $76.9K | Buy |
2,743
+71
| +3% | +$1.99K | 0.01% | 550 |
|
|
2025
Q1 | $70K | Sell |
2,672
-127
| -5% | -$3.33K | 0.01% | 520 |
|
|
2024
Q4 | $77.6K | Buy |
+2,799
| New | +$77.6K | 0.01% | 482 |
|
|
2020
Q2 | – | Sell |
-279
| Closed | -$4K | – | 744 |
|
|
2020
Q1 | $4K | Buy |
+279
| New | +$4K | ﹤0.01% | 788 |
|
|
2019
Q4 | – | Sell |
-279
| Closed | -$5K | – | 741 |
|
|
2019
Q3 | $5K | Hold |
279
| – | – | ﹤0.01% | 865 |
|
|
2019
Q2 | $5K | Sell |
279
-459
| -62% | -$8.23K | ﹤0.01% | 878 |
|
|
2019
Q1 | $14K | Buy |
+738
| New | +$14K | ﹤0.01% | 710 |
|