TWM
Thrive Wealth Management’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 | $2.06M | Buy |
73,570
+48,916
| +198% | +$1.37M | 0.33% | 39 |
|
|
2025
Q1 | $646K | Buy |
24,654
+13,941
| +130% | +$365K | 0.12% | 94 |
|
|
2024
Q4 | $297K | Buy |
10,713
+7,614
| +246% | +$211K | 0.05% | 157 |
|
|
2024
Q3 | $258K | Sell |
3,099
-18
| -0.6% | -$1.5K | 0.05% | 182 |
|
|
2024
Q2 | $243K | Buy |
3,117
+241
| +8% | +$18.8K | 0.05% | 187 |
|
|
2024
Q1 | $234K | Buy |
2,876
+5
| +0.2% | +$407 | 0.05% | 189 |
|
|
2023
Q4 | $216K | Buy |
+2,871
| New | +$216K | 0.05% | 180 |
|
|
2022
Q1 | – | Sell |
-3,108
| Closed | -$250K | – | 162 |
|
|
2021
Q4 | $250K | Buy |
+3,108
| New | +$250K | 0.09% | 129 |
|