AWM
Aspire Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-394
| Closed | -$26.7K | – | 185 |
|
|
2023
Q3 | $26.7K | Hold |
394
| – | – | 0.02% | 135 |
|
|
2023
Q2 | $28K | Hold |
394
| – | – | 0.02% | 140 |
|
|
2023
Q1 | $26.7K | Hold |
394
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $25.9K | Sell |
394
-522
| -57% | -$34.2K | 0.02% | 137 |
|
|
2022
Q3 | $55K | Hold |
916
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $57K | Hold |
916
| – | – | 0.05% | 116 |
|
|
2022
Q1 | $69K | Hold |
916
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $74K | Buy |
+916
| New | +$74K | 0.06% | 113 |
|