Heirloom Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
7,748
-1
| -0% | -$28 | 0.06% | 43 |
|
|
2025
Q1 | $203K | Hold |
7,749
| – | – | 0.06% | 41 |
|
|
2024
Q4 | $215K | Buy |
+7,749
| New | +$215K | 0.06% | 43 |
|
|
2024
Q1 | – | Sell |
-12,336
| Closed | -$310K | – | 51 |
|
|
2023
Q4 | $310K | Sell |
12,336
-3,063
| -20% | -$76.9K | 0.12% | 45 |
|
|
2023
Q3 | $347K | Sell |
15,399
-9,663
| -39% | -$218K | 0.15% | 42 |
|
|
2023
Q2 | $593K | Sell |
25,062
-3,513
| -12% | -$83.2K | 0.26% | 33 |
|
|
2023
Q1 | $646K | Sell |
28,575
-47,475
| -62% | -$1.07M | 0.31% | 33 |
|
|
2022
Q4 | $1.66M | Buy |
+76,050
| New | +$1.66M | 1.04% | 22 |
|