AIA
Armor Investment 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 | $1.63M | Sell |
58,134
-1,750
| -3% | -$49.1K | 0.61% | 38 |
|
|
2025
Q1 | $1.57M | Sell |
59,884
-1,365
| -2% | -$35.8K | 0.65% | 35 |
|
|
2024
Q4 | $1.7M | Buy |
61,249
+40,259
| +192% | +$1.12M | 0.7% | 35 |
|
|
2024
Q3 | $1.74M | Sell |
20,990
-143
| -0.7% | -$11.9K | 0.72% | 34 |
|
|
2024
Q2 | $1.64M | Sell |
21,133
-216
| -1% | -$16.8K | 0.76% | 37 |
|
|
2024
Q1 | $1.74M | Sell |
21,349
-514
| -2% | -$41.9K | 0.84% | 36 |
|
|
2023
Q4 | $1.65M | Sell |
21,863
-492
| -2% | -$37.1K | 0.87% | 36 |
|
|
2023
Q3 | $1.51M | Buy |
22,355
+409
| +2% | +$27.7K | 0.9% | 38 |
|
|
2023
Q2 | $1.56M | Sell |
21,946
-81
| -0.4% | -$5.75K | 0.94% | 36 |
|
|
2023
Q1 | $1.49M | Sell |
22,027
-234
| -1% | -$15.9K | 0.85% | 39 |
|
|
2022
Q4 | $1.46M | Sell |
22,261
-243
| -1% | -$15.9K | 0.89% | 37 |
|
|
2022
Q3 | $1.36M | Sell |
22,504
-496
| -2% | -$30K | 0.93% | 35 |
|
|
2022
Q2 | $1.44M | Sell |
23,000
-857
| -4% | -$53.8K | 0.94% | 35 |
|
|
2022
Q1 | $1.81M | Sell |
23,857
-866
| -4% | -$65.7K | 1.02% | 35 |
|
|
2021
Q4 | $1.99M | Sell |
24,723
-5,177
| -17% | -$416K | 1.12% | 30 |
|
|
2021
Q3 | $2.29M | Sell |
29,900
-1,536
| -5% | -$118K | 1.44% | 18 |
|
|
2021
Q2 | $2.46M | Buy |
31,436
+3,272
| +12% | +$256K | 1.49% | 20 |
|
|
2021
Q1 | $2.1M | Buy |
28,164
+356
| +1% | +$26.5K | 1.36% | 23 |
|
|
2020
Q4 | $1.9M | Buy |
27,808
+670
| +2% | +$45.7K | 1.34% | 24 |
|
|
2020
Q3 | $1.51M | Buy |
27,138
+1,714
| +7% | +$95.1K | 1.29% | 27 |
|
|
2020
Q2 | $1.34M | Buy |
25,424
+1,115
| +5% | +$58.7K | 1.16% | 32 |
|
|
2020
Q1 | $1.03M | Buy |
24,309
+2,265
| +10% | +$95.5K | 1.05% | 33 |
|
|
2019
Q4 | $1.33M | Buy |
22,044
+1,987
| +10% | +$120K | 1.03% | 35 |
|
|
2019
Q3 | $1.13M | Buy |
20,057
+2,475
| +14% | +$140K | 0.93% | 36 |
|
|
2019
Q2 | $1M | Buy |
17,582
+3,687
| +27% | +$211K | 0.85% | 39 |
|
|
2019
Q1 | $770K | Buy |
13,895
+370
| +3% | +$20.5K | 0.67% | 48 |
|
|
2018
Q4 | $648K | Buy |
13,525
+1,000
| +8% | +$47.9K | 0.66% | 49 |
|
|
2018
Q3 | $724K | Buy |
12,525
+10
| +0.1% | +$578 | 0.64% | 52 |
|
|
2018
Q2 | $687K | Buy |
12,515
+999
| +9% | +$54.8K | 0.62% | 53 |
|
|
2018
Q1 | $609K | Buy |
11,516
+2,300
| +25% | +$122K | 0.55% | 56 |
|
|
2017
Q4 | $491K | Buy |
9,216
+166
| +2% | +$8.84K | 0.44% | 61 |
|
|
2017
Q3 | $453K | Buy |
9,050
+100
| +1% | +$5.01K | 0.43% | 64 |
|
|
2017
Q2 | $431K | Sell |
8,950
-416
| -4% | -$20K | 0.43% | 64 |
|
|
2017
Q1 | $443K | Sell |
9,366
-80
| -0.8% | -$3.78K | 0.44% | 64 |
|
|
2016
Q4 | $426K | Buy |
+9,446
| New | +$426K | 0.44% | 64 |
|