SWM
Sculati 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 | $1.08M | Sell |
38,479
-9,140
| -19% | -$256K | 0.41% | 68 |
|
|
2025
Q1 | $1.25M | Sell |
47,619
-4,893
| -9% | -$128K | 0.5% | 52 |
|
|
2024
Q4 | $1.46M | Buy |
52,512
+34,643
| +194% | +$960K | 0.58% | 48 |
|
|
2024
Q3 | $1.48M | Sell |
17,869
-18,621
| -51% | -$1.55M | 0.59% | 46 |
|
|
2024
Q2 | $2.84M | Sell |
36,490
-33,254
| -48% | -$2.59M | 1.21% | 26 |
|
|
2024
Q1 | $5.68M | Sell |
69,744
-1,678
| -2% | -$137K | 2.45% | 9 |
|
|
2023
Q4 | $5.38M | Sell |
71,422
-959
| -1% | -$72.2K | 2.51% | 9 |
|
|
2023
Q3 | $4.9M | Sell |
72,381
-836
| -1% | -$56.6K | 2.5% | 7 |
|
|
2023
Q2 | $5.2M | Sell |
73,217
-280
| -0.4% | -$19.9K | 2.62% | 7 |
|
|
2023
Q1 | $4.99M | Sell |
73,497
-1,121
| -2% | -$76.1K | 2.65% | 7 |
|
|
2022
Q4 | $4.9M | Buy |
74,618
+558
| +0.8% | +$36.6K | 2.75% | 6 |
|
|
2022
Q3 | $4.48M | Buy |
74,060
+284
| +0.4% | +$17.2K | 2.65% | 7 |
|
|
2022
Q2 | $4.63M | Buy |
73,776
+83
| +0.1% | +$5.21K | 2.64% | 7 |
|
|
2022
Q1 | $5.59M | Buy |
73,693
+38
| +0.1% | +$2.88K | 2.73% | 8 |
|
|
2021
Q4 | $5.92M | Sell |
73,655
-358
| -0.5% | -$28.8K | 2.86% | 8 |
|
|
2021
Q3 | $5.67M | Sell |
74,013
-1,043
| -1% | -$80K | 3.01% | 7 |
|
|
2021
Q2 | $5.88M | Sell |
75,056
-1,116
| -1% | -$87.4K | 3.11% | 6 |
|
|
2021
Q1 | $5.67M | Buy |
76,172
+110
| +0.1% | +$8.19K | 3.27% | 4 |
|
|
2020
Q4 | $5.19M | Sell |
76,062
-199
| -0.3% | -$13.6K | 3.41% | 6 |
|
|
2020
Q3 | $4.23M | Sell |
76,261
-1,127
| -1% | -$62.5K | 3.17% | 7 |
|
|
2020
Q2 | $4.07M | Sell |
77,388
-3,360
| -4% | -$177K | 3.43% | 6 |
|
|
2020
Q1 | $3.4M | Buy |
80,748
+242
| +0.3% | +$10.2K | 3.74% | 4 |
|
|
2019
Q4 | $4.84M | Buy |
+80,506
| New | +$4.84M | 4.34% | 3 |
|