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GPS Wealth Strategies Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GPS Wealth Strategies Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-174
Closed -$5.17K – 1393
2025
Q3 		$5.17K Hold
174
– – ﹤0.01% 1255
2025
Q2 		$4.89K Hold
174
– – ﹤0.01% 1206
2025
Q1 		$4.56K Buy
174
+20
+13% +$557 ﹤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% +$3.22K ﹤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 +$691 ﹤0.01% 1179

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LWMT
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