GA
Goldstein 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 | $365K | Buy |
13,001
+237
| +2% | +$6.65K | 0.05% | 115 |
|
|
2025
Q1 | $334K | Buy |
12,764
+1,181
| +10% | +$30.9K | 0.05% | 127 |
|
|
2024
Q4 | $321K | Buy |
11,583
+7,855
| +211% | +$218K | 0.05% | 130 |
|
|
2024
Q3 | $310K | Sell |
3,728
-148
| -4% | -$12.3K | 0.05% | 124 |
|
|
2024
Q2 | $302K | Buy |
3,876
+60
| +2% | +$4.67K | 0.05% | 116 |
|
|
2024
Q1 | $311K | Sell |
3,816
-17
| -0.4% | -$1.38K | 0.05% | 110 |
|
|
2023
Q4 | $289K | Buy |
3,833
+223
| +6% | +$16.8K | 0.05% | 142 |
|
|
2023
Q3 | $244K | Hold |
3,610
| – | – | 0.05% | 115 |
|
|
2023
Q2 | $256K | Buy |
+3,610
| New | +$256K | 0.05% | 117 |
|