AAMA
SCHM icon

Advanced Asset Management Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advanced Asset Management Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,196
Closed -$55.1K – 97
2023
Q4 		$55.1K Buy
2,196
+12
+0.5% +$275 0.01% 82
2023
Q3 		$49.3K Buy
2,184
+9
+0.4% +$213 0.01% 80
2023
Q2 		$51.5K Buy
2,175
+9
+0.4% +$203 0.01% 78
2023
Q1 		$49K Buy
2,166
+9
+0.4% +$207 0.01% 77
2022
Q4 		$47.2K Buy
2,157
+9
+0.4% +$197 0.01% 103
2022
Q3 		$43K Buy
2,148
+9
+0.4% +$201 0.01% 75
2022
Q2 		$45K Buy
2,139
+12
+0.6% +$277 0.01% 75
2022
Q1 		$54K Buy
2,127
+6
+0.3% +$150 0.01% 72
2021
Q4 		$57K Buy
2,121
+9
+0.4% +$240 0.01% 76
2021
Q3 		$54K Buy
+2,112
New +$55.2K 0.01% 79

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