TWM
Triton 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 | $333K | Buy |
+11,523
| New | +$333K | 0.14% | 81 |
|
|
2024
Q4 | $447K | Buy |
15,403
+10,267
| +200% | +$298K | 0.23% | 48 |
|
|
2024
Q3 | $424K | Sell |
5,136
-118
| -2% | -$9.74K | 0.24% | 44 |
|
|
2024
Q2 | $424K | Sell |
5,254
-320
| -6% | -$25.8K | 0.25% | 45 |
|
|
2024
Q1 | $430K | Buy |
5,574
+186
| +3% | +$14.4K | 0.3% | 40 |
|
|
2023
Q4 | $394K | Sell |
5,388
-81
| -1% | -$5.93K | 0.26% | 39 |
|
|
2023
Q3 | $366K | Sell |
5,469
-962
| -15% | -$64.4K | 0.25% | 39 |
|
|
2023
Q2 | $468K | Buy |
6,431
+10
| +0.2% | +$728 | 0.26% | 40 |
|
|
2023
Q1 | $444K | Sell |
6,421
-145
| -2% | -$10K | 0.27% | 38 |
|
|
2022
Q4 | $459K | Sell |
6,566
-147
| -2% | -$10.3K | 0.28% | 37 |
|
|
2022
Q3 | $433K | Sell |
6,713
-4
| -0.1% | -$258 | 0.26% | 40 |
|
|
2022
Q2 | $463K | Sell |
6,717
-296
| -4% | -$20.4K | 0.33% | 40 |
|
|
2022
Q1 | $523K | Hold |
7,013
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $523K | Sell |
7,013
-218
| -3% | -$16.3K | 0.27% | 47 |
|
|
2021
Q3 | $578K | Buy |
7,231
+16
| +0.2% | +$1.28K | 0.28% | 51 |
|
|
2021
Q2 | $572K | Sell |
7,215
-40
| -0.6% | -$3.17K | 0.33% | 49 |
|
|
2021
Q1 | $550K | Sell |
7,255
-103
| -1% | -$7.81K | 0.37% | 48 |
|
|
2020
Q4 | $499K | Sell |
7,358
-165
| -2% | -$11.2K | 0.32% | 40 |
|
|
2020
Q3 | $431K | Sell |
7,523
-20
| -0.3% | -$1.15K | 0.36% | 39 |
|
|
2020
Q2 | $417K | Sell |
7,543
-771
| -9% | -$42.6K | 0.43% | 40 |
|
|
2020
Q1 | $398K | Buy |
+8,314
| New | +$398K | 0.64% | 31 |
|