KWM
Kingsview 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 | $852K | Buy |
30,385
+328
| +1% | +$9.2K | 0.01% | 628 |
|
|
2025
Q1 | $788K | Sell |
30,057
-7,042
| -19% | -$185K | 0.01% | 611 |
|
|
2024
Q4 | $1.03M | Buy |
37,099
+21,902
| +144% | +$607K | 0.02% | 537 |
|
|
2024
Q3 | $1.26M | Buy |
15,197
+514
| +4% | +$42.7K | 0.03% | 479 |
|
|
2024
Q2 | $1.14M | Buy |
14,683
+174
| +1% | +$13.5K | 0.03% | 471 |
|
|
2024
Q1 | $1.18M | Buy |
14,509
+126
| +0.9% | +$10.3K | 0.03% | 457 |
|
|
2023
Q4 | $1.08M | Sell |
14,383
-711
| -5% | -$53.6K | 0.03% | 447 |
|
|
2023
Q3 | $1.02M | Sell |
15,094
-1,040
| -6% | -$70.4K | 0.04% | 429 |
|
|
2023
Q2 | $1.15M | Sell |
16,134
-86
| -0.5% | -$6.11K | 0.04% | 365 |
|
|
2023
Q1 | $1.1M | Sell |
16,220
-526
| -3% | -$35.7K | 0.05% | 369 |
|
|
2022
Q4 | $1.1M | Buy |
16,746
+306
| +2% | +$20.1K | 0.05% | 327 |
|
|
2022
Q3 | $995K | Sell |
16,440
-281
| -2% | -$17K | 0.05% | 331 |
|
|
2022
Q2 | $1.05M | Buy |
16,721
+810
| +5% | +$50.8K | 0.05% | 350 |
|
|
2022
Q1 | $1.21M | Sell |
15,911
-128
| -0.8% | -$9.71K | 0.05% | 332 |
|
|
2021
Q4 | $1.29M | Sell |
16,039
-91
| -0.6% | -$7.32K | 0.05% | 321 |
|
|
2021
Q3 | $1.24M | Sell |
16,130
-619
| -4% | -$47.5K | 0.06% | 317 |
|
|
2021
Q2 | $1.32M | Sell |
16,749
-134
| -0.8% | -$10.6K | 0.07% | 310 |
|
|
2021
Q1 | $1.28M | Sell |
16,883
-265
| -2% | -$20K | 0.07% | 277 |
|
|
2020
Q4 | $1.17M | Sell |
17,148
-173
| -1% | -$11.8K | 0.08% | 243 |
|
|
2020
Q3 | $961K | Sell |
17,321
-851
| -5% | -$47.2K | 0.09% | 230 |
|
|
2020
Q2 | $956K | Sell |
18,172
-429
| -2% | -$22.6K | 0.1% | 210 |
|
|
2020
Q1 | $784K | Buy |
18,601
+1,337
| +8% | +$56.4K | 0.11% | 209 |
|
|
2019
Q4 | $1.04M | Sell |
17,264
-211
| -1% | -$12.7K | 0.13% | 191 |
|
|
2019
Q3 | $988K | Sell |
17,475
-489
| -3% | -$27.6K | 0.16% | 161 |
|
|
2019
Q2 | $1.03M | Sell |
17,964
-11,556
| -39% | -$660K | 0.17% | 151 |
|
|
2019
Q1 | $1.64M | Sell |
29,520
-4,725
| -14% | -$262K | 0.25% | 113 |
|
|
2018
Q4 | $1.64M | Buy |
34,245
+145
| +0.4% | +$6.95K | 0.36% | 87 |
|
|
2018
Q3 | $1.97M | Buy |
34,100
+3,631
| +12% | +$210K | 0.4% | 72 |
|
|
2018
Q2 | $1.67M | Buy |
30,469
+2,911
| +11% | +$160K | 0.4% | 76 |
|
|
2018
Q1 | $1.46M | Sell |
27,558
-11
| -0% | -$582 | 0.36% | 78 |
|
|
2017
Q4 | $1.47M | Buy |
27,569
+1,800
| +7% | +$95.9K | 0.52% | 48 |
|
|
2017
Q3 | $1.29M | Sell |
25,769
-3,647
| -12% | -$183K | 0.57% | 47 |
|
|
2017
Q2 | $1.42M | Buy |
29,416
+4,678
| +19% | +$225K | 0.73% | 35 |
|
|
2017
Q1 | $1.17M | Buy |
+24,738
| New | +$1.17M | 0.69% | 41 |
|