PVAMC
PPS&V Asset Management Consultants’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 | $7.08M | Buy |
252,474
+16,120
| +7% | +$452K | 4.47% | 8 |
|
|
2025
Q1 | $6.19M | Buy |
236,354
+299
| +0.1% | +$7.83K | 4.49% | 8 |
|
|
2024
Q4 | $6.54M | Buy |
236,055
+156,875
| +198% | +$4.35M | 4.42% | 8 |
|
|
2024
Q3 | $6.58M | Buy |
79,180
+2,129
| +3% | +$177K | 4.51% | 8 |
|
|
2024
Q2 | $6M | Sell |
77,051
-675
| -0.9% | -$52.5K | 4.3% | 8 |
|
|
2024
Q1 | $6.33M | Buy |
77,726
+1,284
| +2% | +$105K | 4.66% | 7 |
|
|
2023
Q4 | $5.76M | Buy |
76,442
+5,871
| +8% | +$442K | 4.41% | 8 |
|
|
2023
Q3 | $4.78M | Sell |
70,571
-4,856
| -6% | -$329K | 4.12% | 8 |
|
|
2023
Q2 | $5.14M | Buy |
75,427
+2,488
| +3% | +$169K | 4.16% | 8 |
|
|
2023
Q1 | $4.95M | Buy |
72,939
+651
| +0.9% | +$44.2K | 4.25% | 8 |
|
|
2022
Q4 | $4.74M | Buy |
+72,288
| New | +$4.74M | 4.52% | 8 |
|