Mission Wealth Management’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 | $524K | Buy |
18,687
+41
| +0.2% | +$1.15K | 0.01% | 442 |
|
|
2025
Q1 | $489K | Buy |
18,646
+9,159
| +97% | +$240K | 0.01% | 429 |
|
|
2024
Q4 | $263K | Buy |
9,487
+43
| +0.5% | +$1.19K | 0.01% | 543 |
|
|
2024
Q3 | $262K | Buy |
9,444
+15
| +0.2% | +$415 | 0.01% | 546 |
|
|
2024
Q2 | $245K | Sell |
9,429
-13,335
| -59% | -$346K | 0.01% | 543 |
|
|
2024
Q1 | $618K | Buy |
+22,764
| New | +$618K | 0.02% | 364 |
|