NWAM LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $899K | Buy |
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|
2025
Q2 | $848K | Buy |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $693K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $634K | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $295K | Buy |
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