SSWG
Seven Springs Wealth Group’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 | $842K | Hold |
30,012
| – | – | 0.21% | 37 |
|
|
2025
Q1 | $786K | Hold |
30,012
| – | – | 0.28% | 37 |
|
|
2024
Q4 | $832K | Buy |
30,012
+20,008
| +200% | +$554K | 0.31% | 37 |
|
|
2024
Q3 | $831K | Hold |
10,004
| – | – | 0.3% | 36 |
|
|
2024
Q2 | $779K | Hold |
10,004
| – | – | 0.3% | 35 |
|
|
2024
Q1 | $815K | Hold |
10,004
| – | – | 0.31% | 34 |
|
|
2023
Q4 | $754K | Hold |
10,004
| – | – | 0.34% | 34 |
|
|
2023
Q3 | $677K | Hold |
10,004
| – | – | 0.32% | 34 |
|
|
2023
Q2 | $711K | Hold |
10,004
| – | – | 0.34% | 33 |
|
|
2023
Q1 | $679K | Hold |
10,004
| – | – | 0.34% | 34 |
|
|
2022
Q4 | $656K | Hold |
10,004
| – | – | 0.32% | 33 |
|
|
2022
Q3 | $606K | Sell |
10,004
-52
| -0.5% | -$3.15K | 0.33% | 34 |
|
|
2022
Q2 | $631K | Hold |
10,056
| – | – | 0.32% | 36 |
|
|
2022
Q1 | $763K | Sell |
10,056
-61
| -0.6% | -$4.63K | 0.36% | 33 |
|
|
2021
Q4 | $814K | Hold |
10,117
| – | – | 0.37% | 33 |
|
|
2021
Q3 | $776K | Hold |
10,117
| – | – | 0.38% | 30 |
|
|
2021
Q2 | $792K | Hold |
10,117
| – | – | 0.34% | 30 |
|
|
2021
Q1 | $753K | Sell |
10,117
-91
| -0.9% | -$6.77K | 0.35% | 27 |
|
|
2020
Q4 | $696K | Buy |
10,208
+36
| +0.4% | +$2.46K | 0.36% | 26 |
|
|
2020
Q3 | $564K | Buy |
10,172
+71
| +0.7% | +$3.94K | 0.35% | 26 |
|
|
2020
Q2 | $532K | Buy |
10,101
+63
| +0.6% | +$3.32K | 0.34% | 23 |
|
|
2020
Q1 | $423K | Buy |
+10,038
| New | +$423K | 0.3% | 27 |
|