KSWA
Kathleen S. Wright Associates’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 | $2.78K | Sell |
99
-1,566
| -94% | -$43.9K | ﹤0.01% | 234 |
|
|
2025
Q1 | $43.6K | Hold |
1,665
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $46.1K | Buy |
1,665
+1,110
| +200% | +$30.8K | 0.02% | 150 |
|
|
2024
Q3 | $46.1K | Hold |
555
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $43.2K | Buy |
555
+5
| +0.9% | +$389 | 0.02% | 144 |
|
|
2024
Q1 | $44.8K | Buy |
550
+11
| +2% | +$896 | 0.02% | 134 |
|
|
2023
Q4 | $40.6K | Sell |
539
-1,331
| -71% | -$100K | 0.02% | 128 |
|
|
2023
Q3 | $127K | Buy |
1,870
+5
| +0.3% | +$338 | 0.07% | 103 |
|
|
2023
Q2 | $132K | Buy |
1,865
+67
| +4% | +$4.76K | 0.08% | 88 |
|
|
2023
Q1 | $122K | Sell |
1,798
-411
| -19% | -$27.9K | 0.08% | 89 |
|
|
2022
Q4 | $145K | Buy |
2,209
+19
| +0.9% | +$1.25K | 0.1% | 93 |
|
|
2022
Q3 | $133K | Buy |
2,190
+395
| +22% | +$24K | 0.11% | 90 |
|
|
2022
Q2 | $113K | Sell |
1,795
-134
| -7% | -$8.44K | 0.1% | 89 |
|
|
2022
Q1 | $146K | Buy |
1,929
+689
| +56% | +$52.1K | 0.11% | 85 |
|
|
2021
Q4 | $100K | Buy |
+1,240
| New | +$100K | 0.07% | 90 |
|