GWM
Guardian 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 | – | Sell |
-1,283
| Closed | -$33.6K | – | 174 |
|
|
2025
Q1 | $33.6K | Buy |
1,283
+1
| +0.1% | +$26 | 0.02% | 118 |
|
|
2024
Q4 | $35.5K | Buy |
1,282
+855
| +200% | +$23.7K | 0.02% | 124 |
|
|
2024
Q3 | $35.5K | Buy |
427
+1
| +0.2% | +$83 | 0.03% | 124 |
|
|
2024
Q2 | $33.2K | Sell |
426
-84
| -16% | -$6.54K | 0.03% | 121 |
|
|
2024
Q1 | $41.5K | Buy |
510
+1
| +0.2% | +$81 | 0.03% | 115 |
|
|
2023
Q4 | $38.4K | Buy |
509
+1
| +0.2% | +$75 | 0.03% | 116 |
|
|
2023
Q3 | $34.4K | Buy |
508
+1
| +0.2% | +$68 | 0.03% | 114 |
|
|
2023
Q2 | $36K | Buy |
507
+1
| +0.2% | +$71 | 0.03% | 114 |
|
|
2023
Q1 | $34.4K | Sell |
506
-102
| -17% | -$6.93K | 0.03% | 123 |
|
|
2022
Q4 | $39.9K | Buy |
608
+1
| +0.2% | +$66 | 0.04% | 123 |
|
|
2022
Q3 | $37K | Buy |
607
+2
| +0.3% | +$122 | 0.04% | 121 |
|
|
2022
Q2 | $38K | Buy |
605
+1
| +0.2% | +$63 | 0.04% | 121 |
|
|
2022
Q1 | $46K | Buy |
604
+2
| +0.3% | +$152 | 0.05% | 126 |
|
|
2021
Q4 | $48K | Buy |
+602
| New | +$48K | 0.05% | 123 |
|