GPS Wealth Strategies Group’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 | $4.89K | Hold |
174
| – | – | ﹤0.01% | 1206 |
|
|
2025
Q1 | $4.56K | Buy |
174
+20
| +13% | +$524 | ﹤0.01% | 1180 |
|
|
2024
Q4 | $4.26K | Buy |
154
+1
| +0.7% | +$28 | ﹤0.01% | 1121 |
|
|
2024
Q3 | $4.25K | Hold |
153
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q2 | $3.97K | Buy |
153
+123
| +410% | +$3.19K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $814 | Hold |
30
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q4 | $753 | Hold |
30
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q3 | $677 | Hold |
30
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q2 | $710 | Hold |
30
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q1 | $679 | Buy |
+30
| New | +$679 | ﹤0.01% | 1179 |
|