TWM
Tradition 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 | $2.57M | Buy |
91,506
+30
| +0% | +$841 | 0.21% | 98 |
|
|
2025
Q1 | $2.4M | Buy |
91,476
+1,059
| +1% | +$27.7K | 0.21% | 99 |
|
|
2024
Q4 | $2.51M | Buy |
90,417
+60,406
| +201% | +$1.67M | 0.22% | 96 |
|
|
2024
Q3 | $2.49M | Sell |
30,011
-993
| -3% | -$82.5K | 0.22% | 93 |
|
|
2024
Q2 | $2.41M | Sell |
31,004
-396
| -1% | -$30.8K | 0.23% | 89 |
|
|
2024
Q1 | $2.56M | Sell |
31,400
-926
| -3% | -$75.4K | 0.26% | 80 |
|
|
2023
Q4 | $2.44M | Sell |
32,326
-1,870
| -5% | -$141K | 0.25% | 72 |
|
|
2023
Q3 | $2.31M | Sell |
34,196
-645
| -2% | -$43.6K | 0.28% | 73 |
|
|
2023
Q2 | $2.48M | Sell |
34,841
-148
| -0.4% | -$10.5K | 0.29% | 75 |
|
|
2023
Q1 | $2.37M | Sell |
34,989
-302
| -0.9% | -$20.5K | 0.3% | 73 |
|
|
2022
Q4 | $2.32M | Sell |
35,291
-1,524
| -4% | -$100K | 0.33% | 64 |
|
|
2022
Q3 | $2.23M | Sell |
36,815
-1,128
| -3% | -$68.3K | 0.33% | 68 |
|
|
2022
Q2 | $2.38M | Sell |
37,943
-312
| -0.8% | -$19.6K | 0.35% | 71 |
|
|
2022
Q1 | $2.9M | Sell |
38,255
-1,439
| -4% | -$109K | 0.37% | 67 |
|
|
2021
Q4 | $3.19M | Sell |
39,694
-1,917
| -5% | -$154K | 0.4% | 67 |
|
|
2021
Q3 | $3.19M | Sell |
41,611
-324
| -0.8% | -$24.8K | 0.45% | 59 |
|
|
2021
Q2 | $3.28M | Sell |
41,935
-2,566
| -6% | -$201K | 0.49% | 57 |
|
|
2021
Q1 | $3.31M | Sell |
44,501
-49,986
| -53% | -$3.72M | 0.57% | 57 |
|
|
2020
Q4 | $6.44M | Buy |
+94,487
| New | +$6.44M | 1.25% | 19 |
|