PA
Pineridge Advisors’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 | $6.05K | Sell |
216
-276
| -56% | -$7.73K | ﹤0.01% | 278 |
|
|
2025
Q1 | $12.9K | Buy |
492
+1
| +0.2% | +$26 | 0.01% | 209 |
|
|
2024
Q4 | $13.6K | Sell |
491
-42,517
| -99% | -$1.18M | 0.01% | 266 |
|
|
2024
Q3 | $3.57M | Buy |
43,008
+1,199
| +3% | +$99.6K | 1.35% | 18 |
|
|
2024
Q2 | $3.25M | Buy |
+41,809
| New | +$3.25M | 1.11% | 16 |
|