AAG
Armstrong Advisory Group’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 | $742K | Hold |
26,442
| – | – | 0.06% | 97 |
|
|
2025
Q1 | $733K | Hold |
26,442
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $733K | Buy |
26,442
+17,628
| +200% | +$488K | 0.06% | 86 |
|
|
2024
Q3 | $732K | Sell |
8,814
-175
| -2% | -$14.5K | 0.06% | 84 |
|
|
2024
Q2 | $700K | Sell |
8,989
-240
| -3% | -$18.7K | 0.06% | 82 |
|
|
2024
Q1 | $695K | Hold |
9,229
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $695K | Hold |
9,229
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $625K | Sell |
9,229
-174
| -2% | -$11.8K | 0.07% | 70 |
|
|
2023
Q2 | $668K | Sell |
9,403
-417
| -4% | -$29.6K | 0.07% | 73 |
|
|
2023
Q1 | $666K | Sell |
9,820
-624
| -6% | -$42.3K | 0.08% | 72 |
|
|
2022
Q4 | $685K | Buy |
+10,444
| New | +$685K | 0.09% | 74 |
|