PSIWM
Paradigm Strategies in Wealth Management’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 | $3.3M | Sell |
117,566
-578
| -0.5% | -$16.2K | 2.16% | 12 |
|
|
2025
Q1 | $3.1M | Sell |
118,144
-2,167
| -2% | -$56.8K | 2.09% | 13 |
|
|
2024
Q4 | $3.33M | Buy |
120,311
+78,909
| +191% | +$2.19M | 2.2% | 12 |
|
|
2024
Q3 | $3.44M | Sell |
41,402
-207
| -0.5% | -$17.2K | 2.16% | 12 |
|
|
2024
Q2 | $3.24M | Sell |
41,609
-5,013
| -11% | -$390K | 1.99% | 13 |
|
|
2024
Q1 | $3.8M | Sell |
46,622
-454
| -1% | -$37K | 2.34% | 11 |
|
|
2023
Q4 | $3.55M | Sell |
47,076
-503
| -1% | -$37.9K | 2.33% | 11 |
|
|
2023
Q3 | $3.22M | Sell |
47,579
-1,671
| -3% | -$113K | 2.05% | 13 |
|
|
2023
Q2 | $3.5M | Buy |
49,250
+5,204
| +12% | +$370K | 2.37% | 11 |
|
|
2023
Q1 | $2.99M | Sell |
44,046
-2,174
| -5% | -$148K | 2.35% | 12 |
|
|
2022
Q4 | $3.03M | Sell |
46,220
-200
| -0.4% | -$13.1K | 2.7% | 9 |
|
|
2022
Q3 | $2.81M | Sell |
46,420
-767
| -2% | -$46.4K | 2.56% | 10 |
|
|
2022
Q2 | $2.96M | Sell |
47,187
-608
| -1% | -$38.1K | 3.22% | 9 |
|
|
2022
Q1 | $3.63M | Buy |
47,795
+483
| +1% | +$36.6K | 3.79% | 8 |
|
|
2021
Q4 | $3.81M | Sell |
47,312
-714
| -1% | -$57.4K | 3.85% | 8 |
|
|
2021
Q3 | $3.68M | Buy |
48,026
+586
| +1% | +$44.9K | 3.48% | 8 |
|
|
2021
Q2 | $3.71M | Sell |
47,440
-2,492
| -5% | -$195K | 3.34% | 8 |
|
|
2021
Q1 | $3.72M | Buy |
+49,932
| New | +$3.72M | 3.59% | 6 |
|