AAMA
Advanced Asset Management Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-732
| Closed | -$55.1K | – | 97 |
|
|
2023
Q4 | $55.1K | Buy |
732
+4
| +0.5% | +$301 | 0.01% | 82 |
|
|
2023
Q3 | $49.3K | Buy |
728
+3
| +0.4% | +$203 | 0.01% | 80 |
|
|
2023
Q2 | $51.5K | Buy |
725
+3
| +0.4% | +$213 | 0.01% | 78 |
|
|
2023
Q1 | $49K | Buy |
722
+3
| +0.4% | +$204 | 0.01% | 77 |
|
|
2022
Q4 | $47.2K | Buy |
719
+3
| +0.4% | +$197 | 0.01% | 103 |
|
|
2022
Q3 | $43K | Buy |
716
+3
| +0.4% | +$180 | 0.01% | 75 |
|
|
2022
Q2 | $45K | Buy |
713
+4
| +0.6% | +$252 | 0.01% | 75 |
|
|
2022
Q1 | $54K | Buy |
709
+2
| +0.3% | +$152 | 0.01% | 72 |
|
|
2021
Q4 | $57K | Buy |
707
+3
| +0.4% | +$242 | 0.01% | 76 |
|
|
2021
Q3 | $54K | Buy |
+704
| New | +$54K | 0.01% | 79 |
|