AFP
Ausdal Financial Partners’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 | $7.83M | Buy |
279,214
+578
| +0.2% | +$16.2K | 0.52% | 37 |
|
|
2025
Q1 | $7.3M | Buy |
278,636
+5,501
| +2% | +$144K | 0.55% | 35 |
|
|
2024
Q4 | $7.57M | Buy |
273,135
+183,639
| +205% | +$5.09M | 0.65% | 34 |
|
|
2024
Q3 | $7.44M | Buy |
89,496
+2,196
| +3% | +$182K | 0.77% | 23 |
|
|
2024
Q2 | $6.79M | Buy |
87,300
+870
| +1% | +$67.7K | 0.73% | 23 |
|
|
2024
Q1 | $7.04M | Sell |
86,430
-770
| -0.9% | -$62.7K | 0.82% | 21 |
|
|
2023
Q4 | $6.57M | Buy |
87,200
+2,930
| +3% | +$221K | 0.81% | 22 |
|
|
2023
Q3 | $5.7M | Buy |
84,270
+1,303
| +2% | +$88.2K | 0.79% | 24 |
|
|
2023
Q2 | $5.89M | Buy |
82,967
+2,984
| +4% | +$212K | 0.8% | 23 |
|
|
2023
Q1 | $5.43M | Sell |
79,983
-2,313
| -3% | -$157K | 0.75% | 23 |
|
|
2022
Q4 | $5.4M | Sell |
82,296
-1,177
| -1% | -$77.2K | 0.78% | 20 |
|
|
2022
Q3 | $5.05M | Sell |
83,473
-4,043
| -5% | -$245K | 0.8% | 20 |
|
|
2022
Q2 | $5.49M | Sell |
87,516
-12,071
| -12% | -$757K | 0.83% | 22 |
|
|
2022
Q1 | $7.56M | Sell |
99,587
-2,313
| -2% | -$175K | 1.03% | 17 |
|
|
2021
Q4 | $8.2M | Buy |
101,900
+5,658
| +6% | +$455K | 1.1% | 14 |
|
|
2021
Q3 | $7.38M | Buy |
96,242
+6,067
| +7% | +$465K | 1.1% | 14 |
|
|
2021
Q2 | $7.06M | Buy |
90,175
+8,757
| +11% | +$685K | 1.07% | 15 |
|
|
2021
Q1 | $6.06M | Buy |
81,418
+12,672
| +18% | +$943K | 1.02% | 17 |
|
|
2020
Q4 | $4.69M | Buy |
68,746
+11,052
| +19% | +$754K | 0.91% | 22 |
|
|
2020
Q3 | $3.2M | Buy |
57,694
+16,608
| +40% | +$921K | 0.77% | 28 |
|
|
2020
Q2 | $2.16M | Buy |
41,086
+6,560
| +19% | +$345K | 0.72% | 38 |
|
|
2020
Q1 | $1.56M | Buy |
34,526
+4,746
| +16% | +$214K | 0.55% | 48 |
|
|
2019
Q4 | $1.8M | Buy |
29,780
+3,303
| +12% | +$200K | 0.53% | 46 |
|
|
2019
Q3 | $1.5M | Buy |
26,477
+401
| +2% | +$22.7K | 0.53% | 51 |
|
|
2019
Q2 | $1.52M | Buy |
26,076
+1,797
| +7% | +$105K | 0.58% | 44 |
|
|
2019
Q1 | $1.35M | Buy |
24,279
+2,838
| +13% | +$157K | 0.55% | 45 |
|
|
2018
Q4 | $1.03M | Sell |
21,441
-5,673
| -21% | -$272K | 0.5% | 51 |
|
|
2018
Q3 | $1.57M | Buy |
27,114
+2,261
| +9% | +$131K | 0.44% | 58 |
|
|
2018
Q2 | $1.36M | Buy |
24,853
+5,741
| +30% | +$315K | 0.42% | 61 |
|
|
2018
Q1 | $1.01M | Buy |
19,112
+4,077
| +27% | +$216K | 0.35% | 80 |
|
|
2017
Q4 | $801K | Buy |
15,035
+1,546
| +11% | +$82.4K | 0.29% | 107 |
|
|
2017
Q3 | $676K | Buy |
13,489
+1,510
| +13% | +$75.7K | 0.27% | 108 |
|
|
2017
Q2 | $577K | Buy |
11,979
+3,915
| +49% | +$189K | 0.25% | 118 |
|
|
2017
Q1 | $382K | Buy |
+8,064
| New | +$382K | 0.17% | 156 |
|
|
2016
Q1 | – | Sell |
-240
| Closed | -$10K | – | 869 |
|
|
2015
Q4 | $10K | Buy |
+240
| New | +$10K | 0.01% | 912 |
|