JDM Financial Group’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 | $13.5K | Hold |
480
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $12.6K | Hold |
480
| – | – | 0.01% | 156 |
|
|
2024
Q4 | $13.3K | Hold |
480
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $13.3K | Hold |
480
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $12.5K | Hold |
480
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $13K | Hold |
480
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $12.1K | Hold |
480
| – | – | 0.01% | 123 |
|
|
2023
Q3 | $10.8K | Hold |
480
| – | – | 0.01% | 119 |
|
|
2023
Q2 | $11.4K | Hold |
480
| – | – | 0.01% | 123 |
|
|
2023
Q1 | $10.9K | Buy |
+480
| New | +$10.9K | 0.01% | 129 |
|