SWA
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SOA Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SOA Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,039
Closed -$179K – 903
2025
Q3 		$179K Buy
6,039
+26
+0.4% +$757 0.03% 215
2025
Q2 		$169K Buy
6,013
+22
+0.4% +$580 0.03% 213
2025
Q1 		$157K Buy
5,991
+18
+0.3% +$501 0.03% 211
2024
Q4 		$166K Buy
5,973
+24
+0.4% +$684 0.03% 201
2024
Q3 		$165K Buy
5,949
+42
+0.7% +$1.12K 0.03% 203
2024
Q2 		$153K Hold
5,907
– – 0.03% 205
2024
Q1 		$160K Sell
5,907
-1,434
-20% -$36.6K 0.03% 200
2023
Q4 		$184K Hold
7,341
– – 0.04% 187
2023
Q3 		$166K Buy
7,341
+1,434
+24% +$34K 0.04% 184
2023
Q2 		$140K Hold
5,907
– – 0.03% 198
2023
Q1 		$134K Hold
5,907
– – 0.03% 199
2022
Q4 		$129K Buy
+5,907
New +$129K 0.03% 195

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LWMT
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