AGA
Arkos Global 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 | $583K | Buy |
20,793
+6
| +0% | +$168 | 0.08% | 60 |
|
|
2025
Q1 | $545K | Hold |
20,787
| – | – | 0.08% | 65 |
|
|
2024
Q4 | $576K | Buy |
20,787
+12,550
| +152% | +$348K | 0.08% | 62 |
|
|
2024
Q3 | $684K | Hold |
8,237
| – | – | 0.1% | 56 |
|
|
2024
Q2 | $641K | Sell |
8,237
-98
| -1% | -$7.63K | 0.1% | 58 |
|
|
2024
Q1 | $679K | Hold |
8,335
| – | – | 0.11% | 57 |
|
|
2023
Q4 | $628K | Hold |
8,335
| – | – | 0.11% | 50 |
|
|
2023
Q3 | $564K | Sell |
8,335
-171
| -2% | -$11.6K | 0.11% | 46 |
|
|
2023
Q2 | $604K | Sell |
8,506
-833
| -9% | -$59.2K | 0.12% | 45 |
|
|
2023
Q1 | $634K | Hold |
9,339
| – | – | 0.13% | 45 |
|
|
2022
Q4 | $613K | Hold |
9,339
| – | – | 0.16% | 43 |
|
|
2022
Q3 | $565K | Sell |
9,339
-24
| -0.3% | -$1.45K | 0.17% | 34 |
|
|
2022
Q2 | $587K | Sell |
9,363
-3,027
| -24% | -$190K | 0.17% | 33 |
|
|
2022
Q1 | $940K | Sell |
12,390
-445
| -3% | -$33.8K | 0.25% | 28 |
|
|
2021
Q4 | $1.03M | Hold |
12,835
| – | – | 0.31% | 25 |
|
|
2021
Q3 | $984K | Sell |
12,835
-1,100
| -8% | -$84.3K | 0.33% | 24 |
|
|
2021
Q2 | $1.09M | Hold |
13,935
| – | – | 0.38% | 23 |
|
|
2021
Q1 | $1.04M | Sell |
13,935
-350
| -2% | -$26K | 0.4% | 23 |
|
|
2020
Q4 | $974K | Hold |
14,285
| – | – | 0.4% | 23 |
|
|
2020
Q3 | $793K | Sell |
14,285
-1,900
| -12% | -$105K | 0.36% | 26 |
|
|
2020
Q2 | $852K | Sell |
16,185
-3,950
| -20% | -$208K | 0.44% | 28 |
|
|
2020
Q1 | $849K | Buy |
+20,135
| New | +$849K | 0.56% | 33 |
|