AFA
American Financial 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 | $307K | Buy |
10,929
+74
| +0.7% | +$2.08K | 0.04% | 120 |
|
|
2025
Q1 | $284K | Sell |
10,855
-224
| -2% | -$5.87K | 0.04% | 118 |
|
|
2024
Q4 | $307K | Buy |
11,079
+7,369
| +199% | +$204K | 0.04% | 112 |
|
|
2024
Q3 | $308K | Buy |
3,710
+353
| +11% | +$29.3K | 0.04% | 117 |
|
|
2024
Q2 | $261K | Buy |
3,357
+233
| +7% | +$18.1K | 0.04% | 125 |
|
|
2024
Q1 | $254K | Buy |
3,124
+367
| +13% | +$29.9K | 0.04% | 127 |
|
|
2023
Q4 | $208K | Buy |
+2,757
| New | +$208K | 0.03% | 133 |
|