Madison Wealth Partners’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 | $1.78M | Buy |
63,508
+12,398
| +24% | +$348K | 0.39% | 36 |
|
|
2025
Q1 | $1.34M | Sell |
51,110
-3,067
| -6% | -$80.4K | 0.33% | 37 |
|
|
2024
Q4 | $1.5M | Buy |
54,177
+6,639
| +14% | +$184K | 0.42% | 34 |
|
|
2024
Q3 | $1.32M | Buy |
47,538
+11,370
| +31% | +$315K | 0.39% | 35 |
|
|
2024
Q2 | $938K | Buy |
36,168
+1,410
| +4% | +$36.6K | 0.32% | 42 |
|
|
2024
Q1 | $943K | Buy |
34,758
+3,000
| +9% | +$81.4K | 0.34% | 35 |
|
|
2023
Q4 | $797K | Buy |
31,758
+12,090
| +61% | +$304K | 0.32% | 38 |
|
|
2023
Q3 | $444K | Buy |
19,668
+1,548
| +9% | +$34.9K | 0.22% | 50 |
|
|
2023
Q2 | $429K | Buy |
18,120
+330
| +2% | +$7.81K | 0.2% | 49 |
|
|
2023
Q1 | $402K | Buy |
17,790
+672
| +4% | +$15.2K | 0.2% | 53 |
|
|
2022
Q4 | $374K | Buy |
+17,118
| New | +$374K | 0.22% | 52 |
|