GWM
GSB 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 | $17K | Buy |
655
+44
| +7% | +$1.14K | ﹤0.01% | 232 |
|
|
2025
Q1 | $16K | Buy |
+611
| New | +$16K | ﹤0.01% | 219 |
|
|
2024
Q4 | – | Sell |
-198
| Closed | -$16.4K | – | 233 |
|
|
2024
Q3 | $16.4K | Buy |
+198
| New | +$16.4K | ﹤0.01% | 223 |
|
|
2023
Q3 | – | Sell |
-963
| Closed | -$68.4K | – | 206 |
|
|
2023
Q2 | $68.4K | Buy |
963
+20
| +2% | +$1.42K | 0.02% | 204 |
|
|
2023
Q1 | $61.8K | Buy |
+943
| New | +$61.8K | 0.02% | 208 |
|