Wedmont Private Capital’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 | $867K | Hold |
30,255
| – | – | 0.04% | 290 |
|
|
2025
Q1 | $737K | Buy |
30,255
+6
| +0% | +$146 | 0.04% | 279 |
|
|
2024
Q4 | $835K | Buy |
30,249
+6
| +0% | +$166 | 0.04% | 261 |
|
|
2024
Q3 | $831K | Buy |
30,243
+6
| +0% | +$165 | 0.05% | 238 |
|
|
2024
Q2 | $806K | Buy |
30,237
+7,956
| +36% | +$212K | 0.05% | 235 |
|
|
2024
Q1 | $598K | Buy |
22,281
+975
| +5% | +$26.1K | 0.04% | 287 |
|
|
2023
Q4 | $529K | Buy |
21,306
+63
| +0.3% | +$1.56K | 0.04% | 292 |
|
|
2023
Q3 | $476K | Buy |
21,243
+3
| +0% | +$67 | 0.05% | 266 |
|
|
2023
Q2 | $513K | Buy |
21,240
+3
| +0% | +$72 | 0.06% | 239 |
|
|
2023
Q1 | $473K | Buy |
21,237
+702
| +3% | +$15.6K | 0.06% | 234 |
|
|
2022
Q4 | $461K | Buy |
20,535
+228
| +1% | +$5.11K | 0.07% | 218 |
|
|
2022
Q3 | $410K | Hold |
20,307
| – | – | 0.08% | 192 |
|
|
2022
Q2 | $425K | Sell |
20,307
-606
| -3% | -$12.7K | 0.09% | 160 |
|
|
2022
Q1 | $533K | Hold |
20,913
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $547K | Buy |
+20,913
| New | +$547K | 0.17% | 102 |
|