SWA
SOA Wealth Advisors’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 | $169K | Buy |
6,013
+22
| +0.4% | +$617 | 0.03% | 213 |
|
|
2025
Q1 | $157K | Buy |
5,991
+18
| +0.3% | +$472 | 0.03% | 211 |
|
|
2024
Q4 | $166K | Buy |
5,973
+3,990
| +201% | +$111K | 0.03% | 201 |
|
|
2024
Q3 | $165K | Buy |
1,983
+14
| +0.7% | +$1.16K | 0.03% | 203 |
|
|
2024
Q2 | $153K | Hold |
1,969
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $160K | Sell |
1,969
-478
| -20% | -$38.9K | 0.03% | 200 |
|
|
2023
Q4 | $184K | Hold |
2,447
| – | – | 0.04% | 187 |
|
|
2023
Q3 | $166K | Buy |
2,447
+478
| +24% | +$32.4K | 0.04% | 184 |
|
|
2023
Q2 | $140K | Hold |
1,969
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $134K | Hold |
1,969
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $129K | Buy |
+1,969
| New | +$129K | 0.03% | 195 |
|