QWM
Quadcap 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 | $1.61M | Sell |
57,349
-68
| -0.1% | -$1.91K | 0.2% | 99 |
|
|
2025
Q1 | $1.5M | Sell |
57,417
-16,219
| -22% | -$425K | 0.22% | 99 |
|
|
2024
Q4 | $2.04M | Buy |
73,636
+51,349
| +230% | +$1.42M | 0.3% | 69 |
|
|
2024
Q3 | $1.85M | Sell |
22,287
-2,498
| -10% | -$208K | 0.29% | 77 |
|
|
2024
Q2 | $1.93M | Buy |
+24,785
| New | +$1.93M | 0.35% | 61 |
|