EMA
Efficient Market Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.29M | Sell |
27,211
-723
| -3% | -$34.2K | 0.18% | 31 |
|
|
2016
Q4 | $1.26M | Sell |
27,934
-9,731
| -26% | -$439K | 0.19% | 32 |
|
|
2016
Q3 | $1.64M | Sell |
37,665
-11,333
| -23% | -$493K | 0.25% | 29 |
|
|
2016
Q2 | $2.06M | Sell |
48,998
-10,704
| -18% | -$450K | 0.34% | 26 |
|
|
2016
Q1 | $2.42M | Sell |
59,702
-1,061
| -2% | -$43.1K | 0.42% | 26 |
|
|
2015
Q4 | $2.44M | Buy |
60,763
+49,171
| +424% | +$1.97M | 0.52% | 26 |
|
|
2015
Q3 | $451K | Sell |
11,592
-849
| -7% | -$33K | 0.11% | 38 |
|
|
2015
Q2 | $531K | Sell |
12,441
-42
| -0.3% | -$1.79K | 0.12% | 36 |
|
|
2015
Q1 | $539K | Sell |
12,483
-1,586
| -11% | -$68.5K | 0.12% | 36 |
|
|
2014
Q4 | $572K | Buy |
14,069
+2,143
| +18% | +$87.1K | 0.14% | 38 |
|
|
2014
Q3 | $462K | Sell |
11,926
-7,384
| -38% | -$286K | 0.12% | 34 |
|
|
2014
Q2 | $777K | Buy |
19,310
+1,127
| +6% | +$45.3K | 0.2% | 30 |
|
|
2014
Q1 | $702K | Buy |
18,183
+2,689
| +17% | +$104K | 0.19% | 32 |
|
|
2013
Q4 | $580K | Buy |
15,494
+30
| +0.2% | +$1.12K | 0.17% | 30 |
|
|
2013
Q3 | $535K | Buy |
15,464
+3,273
| +27% | +$113K | 0.17% | 32 |
|
|
2013
Q2 | $390K | Buy |
+12,191
| New | +$390K | 0.14% | 33 |
|