PSP
Pacific Sage Partners’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 | $14.4M | Buy |
514,169
+53,102
| +12% | +$1.49M | 2.86% | 8 |
|
|
2025
Q1 | $12.1M | Sell |
461,067
-5,181
| -1% | -$136K | 2.72% | 8 |
|
|
2024
Q4 | $12.9M | Buy |
466,248
+314,353
| +207% | +$8.71M | 2.95% | 8 |
|
|
2024
Q3 | $12.6M | Buy |
151,895
+9,406
| +7% | +$782K | 3% | 7 |
|
|
2024
Q2 | $11.1M | Buy |
142,489
+11,211
| +9% | +$873K | 2.75% | 8 |
|
|
2024
Q1 | $10.7M | Sell |
131,278
-126
| -0.1% | -$10.3K | 2.77% | 8 |
|
|
2023
Q4 | $9.9M | Buy |
131,404
+8,958
| +7% | +$675K | 2.71% | 7 |
|
|
2023
Q3 | $8.29M | Buy |
122,446
+47,260
| +63% | +$3.2M | 2.49% | 7 |
|
|
2023
Q2 | $5.34M | Sell |
75,186
-106
| -0.1% | -$7.53K | 1.58% | 10 |
|
|
2023
Q1 | $5.11M | Sell |
75,292
-806
| -1% | -$54.7K | 1.64% | 11 |
|
|
2022
Q4 | $4.99M | Buy |
+76,098
| New | +$4.99M | 1.66% | 10 |
|