LWA
Lowe Wealth Advisors’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 | $59.6K | Hold |
2,124
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $55.6K | Hold |
2,124
| – | – | 0.02% | 126 |
|
|
2024
Q4 | $58.9K | Buy |
2,124
+1,416
| +200% | +$39.2K | 0.03% | 118 |
|
|
2024
Q3 | $58.8K | Hold |
708
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $55.1K | Hold |
708
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $57.7K | Hold |
708
| – | – | 0.03% | 104 |
|
|
2023
Q4 | $53.3K | Buy |
+708
| New | +$53.3K | 0.03% | 107 |
|