White Knight Strategic Wealth Advisors’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
Q1 | – | Sell |
-19,708
| Closed | -$546K | – | 102 |
|
|
2024
Q4 | $546K | Buy |
19,708
+8,692
| +79% | +$241K | 0.23% | 68 |
|
|
2024
Q3 | $305K | Sell |
11,016
-1,086
| -9% | -$30.1K | 0.28% | 65 |
|
|
2024
Q2 | $314K | Sell |
12,102
-1,749
| -13% | -$45.4K | 0.31% | 57 |
|
|
2024
Q1 | $376K | Sell |
13,851
-1,485
| -10% | -$40.3K | 0.39% | 49 |
|
|
2023
Q4 | $385K | Sell |
15,336
-9,900
| -39% | -$249K | 0.44% | 47 |
|
|
2023
Q3 | $569K | Sell |
25,236
-20,787
| -45% | -$469K | 0.75% | 33 |
|
|
2023
Q2 | $1.09M | Sell |
46,023
-8,478
| -16% | -$201K | 1.28% | 21 |
|
|
2023
Q1 | $1.23M | Sell |
54,501
-14,514
| -21% | -$328K | 1.55% | 20 |
|
|
2022
Q4 | $1.51M | Sell |
69,015
-2,793
| -4% | -$61.1K | 2.07% | 12 |
|
|
2022
Q3 | $1.45M | Sell |
71,808
-999
| -1% | -$20.2K | 2.07% | 13 |
|
|
2022
Q2 | $1.52M | Buy |
72,807
+3,510
| +5% | +$73.4K | 2.1% | 13 |
|
|
2022
Q1 | $1.75M | Sell |
69,297
-714
| -1% | -$18.1K | 1.89% | 13 |
|
|
2021
Q4 | $1.88M | Buy |
+70,011
| New | +$1.88M | 1.96% | 15 |
|