OBWG
Onyx Bridge Wealth Group’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 | $753K | Buy |
26,848
+94
| +0.4% | +$2.64K | 0.1% | 141 |
|
|
2025
Q1 | $701K | Sell |
26,754
-3,234
| -11% | -$84.7K | 0.1% | 131 |
|
|
2024
Q4 | $831K | Buy |
29,988
+19,801
| +194% | +$549K | 0.12% | 114 |
|
|
2024
Q3 | $846K | Buy |
10,187
+63
| +0.6% | +$5.24K | 0.13% | 115 |
|
|
2024
Q2 | $788K | Sell |
10,124
-62
| -0.6% | -$4.83K | 0.13% | 111 |
|
|
2024
Q1 | $788K | Sell |
10,186
-401
| -4% | -$31K | 0.14% | 109 |
|
|
2023
Q4 | $797K | Buy |
10,587
+1,131
| +12% | +$85.2K | 0.16% | 98 |
|
|
2023
Q3 | $640K | Buy |
9,456
+705
| +8% | +$47.7K | 0.15% | 107 |
|
|
2023
Q2 | $622K | Buy |
8,751
+36
| +0.4% | +$2.56K | 0.15% | 110 |
|
|
2023
Q1 | $591K | Buy |
8,715
+146
| +2% | +$9.91K | 0.24% | 76 |
|
|
2022
Q4 | $577K | Sell |
8,569
-123
| -1% | -$8.28K | 0.23% | 68 |
|
|
2022
Q3 | $535K | Buy |
8,692
+52
| +0.6% | +$3.2K | 0.24% | 72 |
|
|
2022
Q2 | $572K | Buy |
8,640
+84
| +1% | +$5.56K | 0.26% | 54 |
|
|
2022
Q1 | $607K | Sell |
8,556
-6,470
| -43% | -$459K | 0.23% | 54 |
|
|
2021
Q4 | $1.22M | Buy |
15,026
+183
| +1% | +$14.8K | 0.41% | 28 |
|
|
2021
Q3 | $1.19M | Sell |
14,843
-44,255
| -75% | -$3.54M | 0.45% | 25 |
|
|
2021
Q2 | $4.48M | Buy |
59,098
+14,314
| +32% | +$1.09M | 1.94% | 11 |
|
|
2021
Q1 | $3.33M | Buy |
44,784
+34,260
| +326% | +$2.55M | 1.67% | 13 |
|
|
2020
Q4 | $718K | Buy |
+10,524
| New | +$718K | 0.47% | 26 |
|