WealthShield Partners’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 | $2.92M | Sell |
104,038
-2,339
| -2% | -$65.6K | 0.35% | 80 |
|
|
2025
Q1 | $2.79M | Buy |
106,377
+1,408
| +1% | +$36.9K | 0.36% | 82 |
|
|
2024
Q4 | $2.91M | Buy |
104,969
+3,491
| +3% | +$96.7K | 0.41% | 71 |
|
|
2024
Q3 | $2.81M | Buy |
101,478
+213
| +0.2% | +$5.9K | 0.38% | 75 |
|
|
2024
Q2 | $2.64M | Buy |
101,265
+750
| +0.7% | +$19.5K | 0.4% | 73 |
|
|
2024
Q1 | $2.73M | Buy |
100,515
+2,088
| +2% | +$56.7K | 0.44% | 65 |
|
|
2023
Q4 | $2.47M | Buy |
98,427
+90
| +0.1% | +$2.26K | 0.41% | 69 |
|
|
2023
Q3 | $2.22M | Sell |
98,337
-141
| -0.1% | -$3.18K | 0.33% | 79 |
|
|
2023
Q2 | $2.33M | Buy |
98,478
+2,082
| +2% | +$49.3K | 0.35% | 71 |
|
|
2023
Q1 | $2.18M | Buy |
96,396
+2,109
| +2% | +$47.7K | 0.35% | 73 |
|
|
2022
Q4 | $2.06M | Buy |
94,287
+6,342
| +7% | +$139K | 0.39% | 70 |
|
|
2022
Q3 | $1.77M | Buy |
87,945
+4,686
| +6% | +$94.5K | 0.35% | 76 |
|
|
2022
Q2 | $1.74M | Buy |
83,259
+3,465
| +4% | +$72.5K | 0.35% | 74 |
|
|
2022
Q1 | $2.02M | Buy |
+79,794
| New | +$2.02M | 0.32% | 74 |
|
|
2021
Q3 | – | Sell |
-1,413
| Closed | -$37K | – | 640 |
|
|
2021
Q2 | $37K | Buy |
+1,413
| New | +$37K | 0.01% | 536 |
|