APA
American Portfolios Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $386K | Sell |
6,370
-30
| -0.5% | -$1.82K | 0.02% | 746 |
|
|
2022
Q2 | $401K | Buy |
6,400
+16
| +0.3% | +$1K | 0.02% | 747 |
|
|
2022
Q1 | $484K | Buy |
6,384
+41
| +0.6% | +$3.11K | 0.02% | 751 |
|
|
2021
Q4 | $510K | Sell |
6,343
-258
| -4% | -$20.8K | 0.02% | 727 |
|
|
2021
Q3 | $506K | Hold |
6,601
| – | – | 0.02% | 704 |
|
|
2021
Q2 | $517K | Buy |
6,601
+85
| +1% | +$6.65K | 0.02% | 691 |
|
|
2021
Q1 | $485K | Buy |
6,516
+4,050
| +164% | +$301K | 0.02% | 663 |
|
|
2020
Q4 | $168K | Sell |
2,466
-4,396
| -64% | -$300K | 0.01% | 952 |
|
|
2020
Q3 | $381K | Buy |
6,862
+198
| +3% | +$11K | 0.02% | 563 |
|
|
2020
Q2 | $351K | Sell |
6,664
-49
| -0.7% | -$2.58K | 0.02% | 561 |
|
|
2020
Q1 | $283K | Sell |
6,713
-25,473
| -79% | -$1.07M | 0.02% | 541 |
|
|
2019
Q4 | $1.94M | Buy |
32,186
+1,746
| +6% | +$105K | 0.14% | 150 |
|
|
2019
Q3 | $1.72M | Sell |
30,440
-27,818
| -48% | -$1.57M | 0.14% | 152 |
|
|
2019
Q2 | $3.33M | Buy |
58,258
+3,196
| +6% | +$182K | 0.28% | 82 |
|
|
2019
Q1 | $3.05M | Buy |
55,062
+51,673
| +1,525% | +$2.86M | 0.29% | 81 |
|
|
2018
Q4 | $162K | Sell |
3,389
-39,317
| -92% | -$1.88M | 0.02% | 577 |
|
|
2018
Q3 | $2.47M | Buy |
42,706
+16,519
| +63% | +$955K | 0.28% | 77 |
|
|
2018
Q2 | $1.44M | Buy |
26,187
+2,229
| +9% | +$122K | 0.2% | 102 |
|
|
2018
Q1 | $1.27M | Buy |
23,958
+2,552
| +12% | +$135K | 0.19% | 113 |
|
|
2017
Q4 | $1.14M | Buy |
+21,406
| New | +$1.14M | 0.18% | 125 |
|