AGC
Aspen Grove Capital’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 | $2M | Sell |
71,240
-3,255
| -4% | -$91.3K | 0.34% | 45 |
|
|
2025
Q1 | $1.95M | Buy |
74,495
+38
| +0.1% | +$996 | 0.38% | 43 |
|
|
2024
Q4 | $2.06M | Buy |
74,457
+49,739
| +201% | +$1.38M | 0.44% | 40 |
|
|
2024
Q3 | $2.05M | Sell |
24,718
-345
| -1% | -$28.7K | 0.45% | 39 |
|
|
2024
Q2 | $1.96M | Hold |
25,063
| – | – | 0.46% | 37 |
|
|
2024
Q1 | $2.04M | Buy |
25,063
+11
| +0% | +$896 | 0.58% | 33 |
|
|
2023
Q4 | $1.89M | Sell |
25,052
-295
| -1% | -$22.2K | 0.57% | 33 |
|
|
2023
Q3 | $1.72M | Buy |
25,347
+4,371
| +21% | +$296K | 0.64% | 34 |
|
|
2023
Q2 | $1.49M | Buy |
+20,976
| New | +$1.49M | 0.48% | 46 |
|