SAI
Savvy Advisors Inc’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 | $1.13M | Buy |
40,182
+3,359
| +9% | +$94.2K | 0.08% | 197 |
|
|
2025
Q1 | $965K | Buy |
36,823
+1,171
| +3% | +$30.7K | 0.1% | 172 |
|
|
2024
Q4 | $988K | Buy |
35,652
+27,352
| +330% | +$758K | 0.12% | 141 |
|
|
2024
Q3 | $690K | Buy |
8,300
+518
| +7% | +$43K | 0.14% | 148 |
|
|
2024
Q2 | $606K | Sell |
7,782
-30
| -0.4% | -$2.34K | 0.2% | 116 |
|
|
2024
Q1 | $636K | Sell |
7,812
-2,337
| -23% | -$190K | 0.37% | 73 |
|
|
2023
Q4 | $764K | Buy |
+10,149
| New | +$764K | 0.74% | 29 |
|