Rise Advisors’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
Q1 | – | Sell |
-304
| Closed | -$8.43K | – | 1560 |
|
|
2024
Q4 | $8.43K | Buy |
304
+1
| +0.3% | +$28 | ﹤0.01% | 1011 |
|
|
2024
Q3 | $8.4K | Buy |
303
+3
| +1% | +$83 | ﹤0.01% | 1034 |
|
|
2024
Q2 | $7.81K | Hold |
300
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q1 | $8.17K | Hold |
300
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q4 | $7.53K | Buy |
+300
| New | +$7.53K | 0.01% | 345 |
|