Valley Wealth Managers’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82K | Sell |
350
-307
| -47% | -$8.61K | ﹤0.01% | 251 |
|
|
2025
Q1 | $17.2K | Hold |
657
| – | – | ﹤0.01% | 250 |
|
|
2024
Q4 | $18.2K | Hold |
657
| – | – | ﹤0.01% | 265 |
|
|
2024
Q3 | $18.2K | Hold |
657
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $17K | Hold |
657
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $17.8K | Hold |
657
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $16.5K | Sell |
657
-57
| -8% | -$1.43K | ﹤0.01% | 257 |
|
|
2023
Q3 | $16.1K | Buy |
714
+57
| +9% | +$1.29K | ﹤0.01% | 268 |
|
|
2023
Q2 | $15.6K | Hold |
657
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $14.9K | Hold |
657
| – | – | ﹤0.01% | 269 |
|
|
2022
Q4 | $14.4K | Hold |
657
| – | – | ﹤0.01% | 284 |
|
|
2022
Q3 | $13K | Hold |
657
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $14K | Buy |
+657
| New | +$14K | ﹤0.01% | 313 |
|