NHC
Nicholas Hoffman & Company’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 | $2.16M | Buy |
76,922
+80
| +0.1% | +$2.24K | 0.06% | 74 |
|
|
2025
Q1 | $2.01M | Buy |
76,842
+127
| +0.2% | +$3.33K | 0.08% | 70 |
|
|
2024
Q4 | $2.13M | Buy |
76,715
+51,205
| +201% | +$1.42M | 0.09% | 64 |
|
|
2024
Q3 | $2.12M | Buy |
25,510
+108
| +0.4% | +$8.97K | 0.09% | 66 |
|
|
2024
Q2 | $1.98M | Buy |
25,402
+3
| +0% | +$233 | 0.09% | 66 |
|
|
2024
Q1 | $2.07M | Buy |
25,399
+50
| +0.2% | +$4.07K | 0.1% | 64 |
|
|
2023
Q4 | $1.91M | Buy |
25,349
+3,410
| +16% | +$257K | 0.11% | 64 |
|
|
2023
Q3 | $1.48M | Buy |
21,939
+20
| +0.1% | +$1.35K | 0.11% | 75 |
|
|
2023
Q2 | $1.56M | Buy |
21,919
+272
| +1% | +$19.3K | 0.06% | 74 |
|
|
2023
Q1 | $1.47M | Buy |
21,647
+19
| +0.1% | +$1.29K | 0.13% | 78 |
|
|
2022
Q4 | $1.42M | Buy |
+21,628
| New | +$1.42M | 0.15% | 85 |
|