TWG
The 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 | $3.01M | Sell |
107,176
-1,331
| -1% | -$37.3K | 0.77% | 17 |
|
|
2025
Q1 | $2.84M | Sell |
108,507
-118
| -0.1% | -$3.09K | 0.83% | 15 |
|
|
2024
Q4 | $3.01M | Buy |
108,625
+72,326
| +199% | +$2M | 0.87% | 14 |
|
|
2024
Q3 | $3.02M | Sell |
36,299
-372
| -1% | -$30.9K | 0.88% | 15 |
|
|
2024
Q2 | $2.85M | Sell |
36,671
-166
| -0.5% | -$12.9K | 0.86% | 15 |
|
|
2024
Q1 | $2.94M | Sell |
36,837
-236
| -0.6% | -$18.8K | 0.9% | 15 |
|
|
2023
Q4 | $2.76M | Buy |
+37,073
| New | +$2.76M | 0.91% | 16 |
|