WIA
World Investment Advisors’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 | – | Sell |
-11,287
| Closed | -$296K | – | 1178 |
|
|
2025
Q1 | $296K | Sell |
11,287
-10,865
| -49% | -$285K | 0.01% | 866 |
|
|
2024
Q4 | $614K | Buy |
22,152
+14,259
| +181% | +$395K | 0.02% | 604 |
|
|
2024
Q3 | $656K | Buy |
7,893
+747
| +10% | +$62.1K | 0.02% | 513 |
|
|
2024
Q2 | $556K | Sell |
7,146
-457
| -6% | -$35.6K | 0.03% | 378 |
|
|
2024
Q1 | $619K | Buy |
+7,603
| New | +$619K | 0.09% | 189 |
|
|
2022
Q2 | – | Sell |
-2,982
| Closed | -$226K | – | 286 |
|
|
2022
Q1 | $226K | Sell |
2,982
-11,274
| -79% | -$854K | 0.05% | 237 |
|
|
2021
Q4 | $1.09M | Buy |
+14,256
| New | +$1.09M | 0.23% | 79 |
|