APSI
Asset Planning Services Inc’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 | $520K | Sell |
18,521
-195
| -1% | -$5.48K | 0.24% | 30 |
|
|
2025
Q1 | $490K | Hold |
18,716
| – | – | 0.25% | 30 |
|
|
2024
Q4 | $519K | Buy |
18,716
+12,589
| +205% | +$349K | 0.25% | 30 |
|
|
2024
Q3 | $509K | Buy |
6,127
+350
| +6% | +$29.1K | 0.25% | 30 |
|
|
2024
Q2 | $450K | Sell |
5,777
-200
| -3% | -$15.6K | 0.24% | 30 |
|
|
2024
Q1 | $487K | Sell |
5,977
-420
| -7% | -$34.2K | 0.27% | 31 |
|
|
2023
Q4 | $482K | Sell |
6,397
-100
| -2% | -$7.54K | 0.29% | 32 |
|
|
2023
Q3 | $440K | Buy |
6,497
+40
| +0.6% | +$2.71K | 0.29% | 31 |
|
|
2023
Q2 | $459K | Buy |
6,457
+455
| +8% | +$32.3K | 0.28% | 32 |
|
|
2023
Q1 | $407K | Buy |
6,002
+625
| +12% | +$42.4K | 0.26% | 33 |
|
|
2022
Q4 | $353K | Sell |
5,377
-200
| -4% | -$13.1K | 0.22% | 33 |
|
|
2022
Q3 | $338K | Hold |
5,577
| – | – | 0.24% | 32 |
|
|
2022
Q2 | $350K | Sell |
5,577
-370
| -6% | -$23.2K | 0.23% | 32 |
|
|
2022
Q1 | $451K | Buy |
5,947
+55
| +0.9% | +$4.17K | 0.26% | 33 |
|
|
2021
Q4 | $474K | Buy |
5,892
+1,430
| +32% | +$115K | 0.26% | 36 |
|
|
2021
Q3 | $342K | Hold |
4,462
| – | – | 0.2% | 36 |
|
|
2021
Q2 | $349K | Buy |
4,462
+75
| +2% | +$5.87K | 0.2% | 36 |
|
|
2021
Q1 | $327K | Buy |
4,387
+500
| +13% | +$37.3K | 0.2% | 38 |
|
|
2020
Q4 | $265K | Sell |
3,887
-100
| -3% | -$6.82K | 0.17% | 37 |
|
|
2020
Q3 | $221K | Hold |
3,987
| – | – | 0.15% | 36 |
|
|
2020
Q2 | $210K | Buy |
+3,987
| New | +$210K | 0.15% | 36 |
|
|
2020
Q1 | – | Sell |
-3,812
| Closed | -$229K | – | 39 |
|
|
2019
Q4 | $229K | Sell |
3,812
-100
| -3% | -$6.01K | 0.15% | 39 |
|
|
2019
Q3 | $221K | Buy |
+3,912
| New | +$221K | 0.14% | 40 |
|
|
2018
Q4 | – | Sell |
-2,612
| Closed | -$151K | – | 39 |
|
|
2018
Q3 | $151K | Buy |
+2,612
| New | +$151K | 0.1% | 37 |
|