National Wealth Management Group’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
Q1 | $752K | Sell |
28,712
-2,781
| -9% | -$72.9K | 0.49% | 46 |
|
|
2024
Q4 | $873K | Sell |
31,493
-826
| -3% | -$22.9K | 0.58% | 40 |
|
|
2024
Q3 | $895K | Buy |
32,319
+6
| +0% | +$166 | 0.61% | 38 |
|
|
2024
Q2 | $838K | Sell |
32,313
-1,923
| -6% | -$49.9K | 0.64% | 41 |
|
|
2024
Q1 | $929K | Sell |
34,236
-1,692
| -5% | -$45.9K | 0.72% | 36 |
|
|
2023
Q4 | $902K | Sell |
35,928
-4,458
| -11% | -$112K | 0.87% | 33 |
|
|
2023
Q3 | $911K | Sell |
40,386
-591
| -1% | -$13.3K | 0.99% | 30 |
|
|
2023
Q2 | $985K | Sell |
40,977
-4,983
| -11% | -$120K | 1.02% | 28 |
|
|
2023
Q1 | $1.01M | Sell |
45,960
-3,231
| -7% | -$71.3K | 1.16% | 24 |
|
|
2022
Q4 | $1.08M | Sell |
49,191
-14,862
| -23% | -$325K | 1.29% | 17 |
|
|
2022
Q3 | $1.29M | Sell |
64,053
-21,915
| -25% | -$442K | 1.68% | 16 |
|
|
2022
Q2 | $1.8M | Sell |
85,968
-10,668
| -11% | -$223K | 2.27% | 10 |
|
|
2022
Q1 | $2.44M | Sell |
96,636
-1,419
| -1% | -$35.9K | 2.36% | 11 |
|
|
2021
Q4 | $2.63M | Buy |
+98,055
| New | +$2.63M | 2.46% | 5 |
|