AHS
Aspiriant Holdings S3’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $8M | Buy |
199,662
+2,640
| +1% | +$106K | 3.44% | 3 |
|
|
2015
Q3 | $7.67M | Buy |
197,022
+13,125
| +7% | +$511K | 3.53% | 3 |
|
|
2015
Q2 | $7.84M | Buy |
183,897
+22,302
| +14% | +$951K | 3.13% | 3 |
|
|
2015
Q1 | $6.97M | Buy |
161,595
+12,850
| +9% | +$554K | 2.77% | 4 |
|
|
2014
Q4 | $6.05M | Sell |
148,745
-17,500
| -11% | -$712K | 2.5% | 5 |
|
|
2014
Q3 | $6.43M | Buy |
166,245
+10,800
| +7% | +$418K | 2.58% | 4 |
|
|
2014
Q2 | $6.26M | Buy |
155,445
+26,595
| +21% | +$1.07M | 2.49% | 3 |
|
|
2014
Q1 | $4.98M | Buy |
128,850
+106,900
| +487% | +$4.13M | 2.09% | 9 |
|
|
2013
Q4 | $822K | Buy |
21,950
+5,750
| +35% | +$215K | 0.32% | 75 |
|
|
2013
Q3 | $561K | Buy |
+16,200
| New | +$561K | 0.24% | 81 |
|