Hazlett, Burt & Watson’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 | $7K | Sell |
261
-60
| -19% | -$1.61K | ﹤0.01% | 640 |
|
|
2025
Q1 | $9K | Buy |
321
+72
| +29% | +$2.02K | ﹤0.01% | 591 |
|
|
2024
Q4 | $7K | Hold |
249
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $7K | Sell |
249
-294
| -54% | -$8.27K | ﹤0.01% | 565 |
|
|
2024
Q2 | $14K | Sell |
543
-75
| -12% | -$1.93K | 0.01% | 493 |
|
|
2024
Q1 | $17K | Hold |
618
| – | – | 0.01% | 459 |
|
|
2023
Q4 | $16K | Hold |
618
| – | – | 0.01% | 447 |
|
|
2023
Q3 | $14K | Hold |
618
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $15K | Hold |
618
| – | – | 0.01% | 442 |
|
|
2023
Q1 | $14K | Sell |
618
-909
| -60% | -$20.6K | 0.01% | 419 |
|
|
2022
Q4 | $34K | Buy |
1,527
+6
| +0.4% | +$134 | 0.03% | 319 |
|
|
2022
Q3 | $30K | Buy |
1,521
+903
| +146% | +$17.8K | 0.03% | 323 |
|
|
2022
Q2 | $13K | Hold |
618
| – | – | 0.01% | 431 |
|
|
2022
Q1 | $16K | Buy |
+618
| New | +$16K | 0.01% | 420 |
|