GWWM
Great Waters Wealth Management’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 | $1.03M | Sell |
36,841
-814
| -2% | -$22.8K | 0.13% | 41 |
|
|
2025
Q1 | $987K | Sell |
37,655
-285
| -0.8% | -$7.47K | 0.14% | 41 |
|
|
2024
Q4 | $1.05M | Buy |
37,940
+24,919
| +191% | +$691K | 0.13% | 42 |
|
|
2024
Q3 | $1.08M | Sell |
13,021
-267
| -2% | -$22.2K | 0.15% | 42 |
|
|
2024
Q2 | $1.03M | Sell |
13,288
-391
| -3% | -$30.4K | 0.16% | 41 |
|
|
2024
Q1 | $1.11M | Sell |
13,679
-211
| -2% | -$17.2K | 0.18% | 42 |
|
|
2023
Q4 | $1.02M | Sell |
13,890
-3,801
| -21% | -$279K | 0.18% | 40 |
|
|
2023
Q3 | $1.18M | Sell |
17,691
-803
| -4% | -$53.5K | 0.23% | 37 |
|
|
2023
Q2 | $1.31M | Sell |
18,494
-1,120
| -6% | -$79.6K | 0.26% | 36 |
|
|
2023
Q1 | $1.33M | Sell |
19,614
-830
| -4% | -$56.2K | 0.28% | 34 |
|
|
2022
Q4 | $1.44M | Buy |
+20,444
| New | +$1.44M | 0.31% | 34 |
|