Salomon & Ludwin’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 | $8.82K | Hold |
309
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $8.1K | Hold |
309
| – | – | ﹤0.01% | 475 |
|
|
2024
Q4 | $8.56K | Hold |
309
| – | – | ﹤0.01% | 460 |
|
|
2024
Q3 | $8.56K | Sell |
309
-4,215
| -93% | -$117K | ﹤0.01% | 476 |
|
|
2024
Q2 | $117K | Hold |
4,524
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $123K | Buy |
4,524
+4,215
| +1,364% | +$114K | 0.01% | 228 |
|
|
2023
Q4 | $6.97K | Hold |
309
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $6.97K | Buy |
+309
| New | +$6.97K | ﹤0.01% | 539 |
|