LWM
Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $248K | Buy |
3,286
+11
| +0.3% | +$829 | 0.1% | 57 |
|
|
2023
Q3 | $222K | Buy |
3,275
+10
| +0.3% | +$677 | 0.1% | 59 |
|
|
2023
Q2 | $232K | Buy |
3,265
+145
| +5% | +$10.3K | 0.11% | 57 |
|
|
2023
Q1 | $212K | Sell |
3,120
-260
| -8% | -$17.6K | 0.1% | 64 |
|
|
2022
Q4 | $222K | Buy |
3,380
+14
| +0.4% | +$920 | 0.1% | 68 |
|
|
2022
Q3 | $204K | Buy |
3,366
+13
| +0.4% | +$788 | 0.12% | 64 |
|
|
2022
Q2 | $210K | Sell |
3,353
-3,616
| -52% | -$226K | 0.13% | 65 |
|
|
2022
Q1 | $529K | Buy |
+6,969
| New | +$529K | 0.33% | 52 |
|