EHPM
Emery Howard Portfolio Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20.1M | Sell |
250,096
-4,299
| -2% | -$346K | 2.6% | 12 |
|
|
2021
Q3 | $19.5M | Sell |
254,395
-4,367
| -2% | -$335K | 2.86% | 12 |
|
|
2021
Q2 | $20.3M | Sell |
258,762
-4,277
| -2% | -$335K | 2.98% | 12 |
|
|
2021
Q1 | $19.6M | Sell |
263,039
-4,969
| -2% | -$370K | 3.16% | 10 |
|
|
2020
Q4 | $18.3M | Sell |
268,008
-2,773
| -1% | -$189K | 3.15% | 11 |
|
|
2020
Q3 | $15M | Sell |
270,781
-2,033
| -0.7% | -$113K | 2.99% | 10 |
|
|
2020
Q2 | $14.4M | Sell |
272,814
-30,246
| -10% | -$1.59M | 3.08% | 10 |
|
|
2020
Q1 | $12.8M | Buy |
303,060
+8,672
| +3% | +$366K | 3.12% | 9 |
|
|
2019
Q4 | $17.7M | Buy |
294,388
+3,045
| +1% | +$183K | 3.3% | 10 |
|
|
2019
Q3 | $16.5M | Sell |
291,343
-301
| -0.1% | -$17K | 3.34% | 10 |
|
|
2019
Q2 | $16.7M | Buy |
291,644
+2,620
| +0.9% | +$150K | 3.37% | 10 |
|
|
2019
Q1 | $16M | Buy |
289,024
+1,971
| +0.7% | +$109K | 3.33% | 10 |
|
|
2018
Q4 | $13.8M | Sell |
287,053
-18,165
| -6% | -$871K | 3.25% | 11 |
|
|
2018
Q3 | $17.7M | Buy |
305,218
+14,487
| +5% | +$838K | 3.63% | 9 |
|
|
2018
Q2 | $16M | Buy |
290,731
+3,309
| +1% | +$182K | 3.42% | 10 |
|
|
2018
Q1 | $15.2M | Buy |
287,422
+5,278
| +2% | +$279K | 3.28% | 11 |
|
|
2017
Q4 | $15M | Sell |
282,144
-522
| -0.2% | -$27.8K | 3.21% | 11 |
|
|
2017
Q3 | $14.2M | Buy |
282,666
+8,220
| +3% | +$412K | 3.14% | 11 |
|
|
2017
Q2 | $13.2M | Buy |
274,446
+9,767
| +4% | +$470K | 2.87% | 11 |
|
|
2017
Q1 | $12.5M | Buy |
264,679
+9,194
| +4% | +$435K | 2.84% | 10 |
|
|
2016
Q4 | $11.5M | Buy |
255,485
+892
| +0.4% | +$40.3K | 2.72% | 11 |
|
|
2016
Q3 | $11.1M | Buy |
254,593
+6,686
| +3% | +$291K | 2.65% | 11 |
|
|
2016
Q2 | $10.4M | Buy |
247,907
+5,817
| +2% | +$244K | 2.59% | 11 |
|
|
2016
Q1 | $9.83M | Buy |
242,090
+23,197
| +11% | +$942K | 2.49% | 11 |
|
|
2015
Q4 | $8.77M | Buy |
218,893
+20,565
| +10% | +$824K | 2.26% | 12 |
|
|
2015
Q3 | $7.72M | Buy |
198,328
+12,827
| +7% | +$499K | 2.11% | 12 |
|
|
2015
Q2 | $7.91M | Buy |
185,501
+12,519
| +7% | +$534K | 2.03% | 13 |
|
|
2015
Q1 | $7.46M | Buy |
172,982
+46,804
| +37% | +$2.02M | 1.92% | 12 |
|
|
2014
Q4 | $5.13M | Buy |
126,178
+41,999
| +50% | +$1.71M | 1.48% | 12 |
|
|
2014
Q3 | $3.26M | Buy |
84,179
+15,612
| +23% | +$604K | 1.03% | 14 |
|
|
2014
Q2 | $2.76M | Buy |
68,567
+23,519
| +52% | +$946K | 0.85% | 13 |
|
|
2014
Q1 | $1.74M | Buy |
45,048
+7,416
| +20% | +$286K | 0.57% | 14 |
|
|
2013
Q4 | $1.41M | Buy |
37,632
+1,748
| +5% | +$65.4K | 0.47% | 16 |
|
|
2013
Q3 | $1.24M | Buy |
35,884
+8,517
| +31% | +$295K | 0.46% | 18 |
|
|
2013
Q2 | $875K | Buy |
+27,367
| New | +$875K | 0.34% | 19 |
|