SC
SouthState Corp’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 | $958K | Sell |
34,154
-1,528
| -4% | -$42.9K | 0.04% | 208 |
|
2025
Q1 | $935K | Buy |
+35,682
| New | +$935K | 0.04% | 208 |
|
2023
Q2 | – | Sell |
-300
| Closed | -$20.4K | – | 640 |
|
2023
Q1 | $20.4K | Hold |
300
| – | – | ﹤0.01% | 441 |
|
2022
Q4 | $19.7K | Buy |
+300
| New | +$19.7K | ﹤0.01% | 470 |
|