MWM
MBE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
13,231
-1,836
| -12% | -$51.5K | 0.16% | 79 |
|
|
2025
Q1 | $395K | Sell |
15,067
-201
| -1% | -$5.27K | 0.19% | 69 |
|
|
2024
Q4 | $423K | Buy |
15,268
+10,111
| +196% | +$280K | 0.24% | 55 |
|
|
2024
Q3 | $428K | Sell |
5,157
-580
| -10% | -$48.2K | 0.24% | 57 |
|
|
2024
Q2 | $447K | Sell |
5,737
-234
| -4% | -$18.2K | 0.27% | 52 |
|
|
2024
Q1 | $486K | Sell |
5,971
-122
| -2% | -$9.93K | 0.3% | 50 |
|
|
2023
Q4 | $459K | Sell |
6,093
-15
| -0.2% | -$1.13K | 0.23% | 52 |
|
|
2023
Q3 | $413K | Buy |
6,108
+15
| +0.2% | +$1.02K | 0.24% | 49 |
|
|
2023
Q2 | $433K | Hold |
6,093
| – | – | 0.23% | 48 |
|
|
2023
Q1 | $413K | Hold |
6,093
| – | – | 0.24% | 45 |
|
|
2022
Q4 | $400K | Hold |
6,093
| – | – | 0.26% | 43 |
|
|
2022
Q3 | $369K | Hold |
6,093
| – | – | 0.27% | 34 |
|
|
2022
Q2 | $382K | Hold |
6,093
| – | – | 0.27% | 35 |
|
|
2022
Q1 | $462K | Hold |
6,093
| – | – | 0.27% | 33 |
|
|
2021
Q4 | $490K | Sell |
6,093
-73
| -1% | -$5.87K | 0.25% | 29 |
|
|
2021
Q3 | $473K | Hold |
6,166
| – | – | 0.24% | 30 |
|
|
2021
Q2 | $483K | Sell |
6,166
-100
| -2% | -$7.83K | 0.25% | 30 |
|
|
2021
Q1 | $466K | Hold |
6,266
| – | – | 0.25% | 35 |
|
|
2020
Q4 | $427K | Buy |
6,266
+12
| +0.2% | +$818 | 0.29% | 36 |
|
|
2020
Q3 | $329K | Hold |
6,254
| – | – | 0.28% | 34 |
|
|
2020
Q2 | $329K | Sell |
6,254
-365
| -6% | -$19.2K | 0.28% | 34 |
|
|
2020
Q1 | $279K | Buy |
6,619
+3,198
| +93% | +$135K | 0.27% | 27 |
|
|
2019
Q4 | $205K | Buy |
+3,421
| New | +$205K | 0.21% | 41 |
|