International Private Wealth Advisors’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 | $467K | Hold |
16,662
| – | – | 0.4% | 63 |
|
|
2025
Q1 | $437K | Hold |
16,662
| – | – | 0.42% | 61 |
|
|
2024
Q4 | $462K | Hold |
16,662
| – | – | 0.46% | 54 |
|
|
2024
Q3 | $461K | Hold |
16,662
| – | – | 0.68% | 34 |
|
|
2024
Q2 | $432K | Hold |
16,662
| – | – | 0.73% | 31 |
|
|
2024
Q1 | $452K | Hold |
16,662
| – | – | 0.87% | 28 |
|
|
2023
Q4 | $418K | Buy |
+16,662
| New | +$418K | 0.41% | 44 |
|