IAG Wealth Partners’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 | $1.11M | Sell |
39,676
-3,462
| -8% | -$97.1K | 0.15% | 65 |
|
|
2025
Q1 | $1.13M | Sell |
43,138
-5,015
| -10% | -$131K | 0.18% | 60 |
|
|
2024
Q4 | $1.33M | Sell |
48,153
-1,356
| -3% | -$37.6K | 0.24% | 53 |
|
|
2024
Q3 | $1.37M | Sell |
49,509
-1,488
| -3% | -$41.2K | 0.25% | 51 |
|
|
2024
Q2 | $1.32M | Sell |
50,997
-1,800
| -3% | -$46.7K | 0.27% | 47 |
|
|
2024
Q1 | $1.43M | Sell |
52,797
-6,213
| -11% | -$169K | 0.31% | 44 |
|
|
2023
Q4 | $1.48M | Sell |
59,010
-7,701
| -12% | -$193K | 0.34% | 42 |
|
|
2023
Q3 | $1.51M | Sell |
66,711
-2,403
| -3% | -$54.2K | 0.42% | 36 |
|
|
2023
Q2 | $1.64M | Sell |
69,114
-5,409
| -7% | -$128K | 0.43% | 38 |
|
|
2023
Q1 | $1.69M | Buy |
74,523
+2,856
| +4% | +$64.6K | 0.47% | 36 |
|
|
2022
Q4 | $1.57M | Buy |
71,667
+846
| +1% | +$18.5K | 0.46% | 35 |
|
|
2022
Q3 | $1.43M | Sell |
70,821
-9,657
| -12% | -$195K | 0.47% | 37 |
|
|
2022
Q2 | $1.68M | Buy |
80,478
+23,856
| +42% | +$499K | 0.55% | 29 |
|
|
2022
Q1 | $1.43M | Sell |
56,622
-7,551
| -12% | -$191K | 0.45% | 33 |
|
|
2021
Q4 | $1.72M | Buy |
64,173
+489
| +0.8% | +$13.1K | 0.55% | 28 |
|
|
2021
Q3 | $1.63M | Sell |
63,684
-2,151
| -3% | -$55K | 0.58% | 27 |
|
|
2021
Q2 | $1.72M | Sell |
65,835
-6,072
| -8% | -$158K | 0.62% | 25 |
|
|
2021
Q1 | $1.78M | Sell |
71,907
-5,061
| -7% | -$126K | 0.68% | 25 |
|
|
2020
Q4 | $1.75M | Sell |
76,968
-7,779
| -9% | -$177K | 0.71% | 24 |
|
|
2020
Q3 | $1.57M | Sell |
84,747
-7,965
| -9% | -$147K | 0.72% | 24 |
|
|
2020
Q2 | $1.63M | Sell |
92,712
-193,128
| -68% | -$3.39M | 0.79% | 24 |
|
|
2020
Q1 | $4.02M | Sell |
285,840
-58,986
| -17% | -$829K | 2.68% | 12 |
|
|
2019
Q4 | $6.91M | Buy |
+344,826
| New | +$6.91M | 4.52% | 8 |
|