ISWM
Independent Solutions 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 | $4.03M | Buy |
143,803
+7,430
| +5% | +$208K | 0.79% | 38 |
|
|
2025
Q1 | $3.57M | Buy |
136,373
+4,592
| +3% | +$120K | 0.8% | 37 |
|
|
2024
Q4 | $3.65M | Buy |
131,781
+84,634
| +180% | +$2.35M | 0.8% | 34 |
|
|
2024
Q3 | $3.92M | Sell |
47,147
-4,913
| -9% | -$408K | 0.89% | 32 |
|
|
2024
Q2 | $4.05M | Buy |
52,060
+154
| +0.3% | +$12K | 0.93% | 24 |
|
|
2024
Q1 | $4.23M | Buy |
51,906
+2,311
| +5% | +$188K | 1% | 25 |
|
|
2023
Q4 | $3.74M | Buy |
49,595
+1,017
| +2% | +$76.6K | 0.96% | 27 |
|
|
2023
Q3 | $3.29M | Buy |
48,578
+5,788
| +14% | +$392K | 0.85% | 27 |
|
|
2023
Q2 | $3.04M | Buy |
42,790
+1,753
| +4% | +$125K | 0.76% | 32 |
|
|
2023
Q1 | $2.78M | Sell |
41,037
-1,003
| -2% | -$68.1K | 0.82% | 31 |
|
|
2022
Q4 | $2.76M | Buy |
42,040
+5,806
| +16% | +$381K | 0.84% | 29 |
|
|
2022
Q3 | $2.19M | Buy |
36,234
+2,260
| +7% | +$137K | 0.72% | 36 |
|
|
2022
Q2 | $2.13M | Sell |
33,974
-282
| -0.8% | -$17.7K | 0.66% | 36 |
|
|
2022
Q1 | $2.6M | Sell |
34,256
-732
| -2% | -$55.5K | 0.61% | 39 |
|
|
2021
Q4 | $2.81M | Buy |
34,988
+894
| +3% | +$71.9K | 0.66% | 37 |
|
|
2021
Q3 | $2.61M | Buy |
34,094
+171
| +0.5% | +$13.1K | 0.65% | 39 |
|
|
2021
Q2 | $2.66M | Buy |
33,923
+4,211
| +14% | +$330K | 0.64% | 40 |
|
|
2021
Q1 | $2.21M | Sell |
29,712
-2,147
| -7% | -$160K | 0.61% | 41 |
|
|
2020
Q4 | $2.17M | Sell |
31,859
-6,263
| -16% | -$427K | 0.68% | 38 |
|
|
2020
Q3 | $2.12M | Sell |
38,122
-8,313
| -18% | -$461K | 0.81% | 33 |
|
|
2020
Q2 | $2.44M | Sell |
46,435
-2,422
| -5% | -$127K | 1.04% | 25 |
|
|
2020
Q1 | $2.06M | Buy |
48,857
+1,315
| +3% | +$55.4K | 1.14% | 24 |
|
|
2019
Q4 | $2.86M | Buy |
+47,542
| New | +$2.86M | 1.27% | 18 |
|