Morton Brown Family Wealth’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 | $80.8K | Hold |
2,880
| – | – | 0.02% | 90 |
|
|
2025
Q1 | $75.5K | Hold |
2,880
| – | – | 0.03% | 88 |
|
|
2024
Q4 | $79.8K | Hold |
2,880
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $79.8K | Hold |
2,880
| – | – | 0.03% | 80 |
|
|
2024
Q2 | $76.9K | Hold |
2,880
| – | – | 0.03% | 78 |
|
|
2024
Q1 | $78.2K | Hold |
2,880
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $72.3K | Buy |
+2,880
| New | +$72.3K | 0.03% | 83 |
|