SWM
Selective 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 | $346K | Sell |
12,077
-1,356
| -10% | -$38.9K | 0.13% | 75 |
|
|
2025
Q1 | $327K | Sell |
13,433
-13
| -0.1% | -$317 | 0.14% | 67 |
|
|
2024
Q4 | $378K | Buy |
13,446
+7,891
| +142% | +$222K | 0.15% | 64 |
|
|
2024
Q3 | $459K | Sell |
5,555
-2,346
| -30% | -$194K | 0.19% | 61 |
|
|
2024
Q2 | $608K | Sell |
7,901
-135
| -2% | -$10.4K | 0.27% | 52 |
|
|
2024
Q1 | $635K | Sell |
8,036
-186
| -2% | -$14.7K | 0.28% | 49 |
|
|
2023
Q4 | $602K | Sell |
8,222
-1,865
| -18% | -$137K | 0.3% | 38 |
|
|
2023
Q3 | $667K | Sell |
10,087
-560
| -5% | -$37K | 0.37% | 34 |
|
|
2023
Q2 | $760K | Buy |
+10,647
| New | +$760K | 0.38% | 35 |
|
|
2022
Q4 | $776K | Sell |
11,172
-272
| -2% | -$18.9K | 0.41% | 40 |
|
|
2022
Q3 | $693K | Sell |
11,444
-932
| -8% | -$56.4K | 0.3% | 50 |
|
|
2022
Q2 | $776K | Buy |
12,376
+12,182
| +6,279% | +$764K | 0.28% | 56 |
|
|
2022
Q1 | $15K | Buy |
+194
| New | +$15K | 0.01% | 486 |
|