MPWT
MassMutual Private Wealth & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,476
| Closed | -$40.9K | – | 2473 |
|
|
2024
Q4 | $40.9K | Buy |
1,476
+984
| +200% | +$27.3K | ﹤0.01% | 801 |
|
|
2024
Q3 | $40.9K | Buy |
+492
| New | +$40.9K | ﹤0.01% | 708 |
|
|
2019
Q4 | – | Sell |
-157
| Closed | -$9K | – | 886 |
|
|
2019
Q3 | $9K | Buy |
+157
| New | +$9K | ﹤0.01% | 612 |
|