Kingswood 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 | $2.42M | Buy |
86,193
+6,716
| +8% | +$188K | 0.19% | 116 |
|
|
2025
Q1 | $2.08M | Buy |
79,477
+1,337
| +2% | +$35K | 0.19% | 125 |
|
|
2024
Q4 | $2.17M | Buy |
78,140
+4,766
| +6% | +$132K | 0.16% | 140 |
|
|
2024
Q3 | $2.03M | Buy |
73,374
+30,918
| +73% | +$856K | 0.14% | 163 |
|
|
2024
Q2 | $1.1M | Buy |
+42,456
| New | +$1.1M | 0.1% | 213 |
|
|
2024
Q1 | – | Sell |
-82,566
| Closed | -$2.28M | – | 685 |
|
|
2023
Q4 | $2.28M | Buy |
+82,566
| New | +$2.28M | 0.26% | 82 |
|