UW
Unique Wealth’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 | $203K | Buy |
+7,237
| New | +$203K | 0.03% | 172 |
|
|
2025
Q1 | – | Sell |
-8,877
| Closed | -$246K | – | 168 |
|
|
2024
Q4 | $246K | Buy |
8,877
+5,918
| +200% | +$164K | 0.05% | 125 |
|
|
2024
Q3 | $246K | Sell |
2,959
-619
| -17% | -$51.4K | 0.06% | 104 |
|
|
2024
Q2 | $278K | Hold |
3,578
| – | – | 0.07% | 81 |
|
|
2024
Q1 | $291K | Hold |
3,578
| – | – | 0.08% | 78 |
|
|
2023
Q4 | $269K | Hold |
3,578
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $242K | Hold |
3,578
| – | – | 0.1% | 73 |
|
|
2023
Q2 | $254K | Buy |
+3,578
| New | +$254K | 0.11% | 65 |
|