Perissos Private Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
16,854
+16
| +0.1% | +$449 | 0.37% | 48 |
|
|
2025
Q1 | $441K | Buy |
16,838
+13
| +0.1% | +$341 | 0.4% | 48 |
|
|
2024
Q4 | $466K | Buy |
16,825
+16
| +0.1% | +$443 | 0.35% | 56 |
|
|
2024
Q3 | $466K | Sell |
16,809
-21
| -0.1% | -$582 | 0.37% | 55 |
|
|
2024
Q2 | $437K | Sell |
16,830
-5,559
| -25% | -$144K | 0.39% | 53 |
|
|
2024
Q1 | $608K | Buy |
+22,389
| New | +$608K | 0.55% | 45 |
|