FAM
Foothills Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $244K | Sell |
5,778
-2,853
| -33% | -$120K | 0.21% | 62 |
|
|
2019
Q4 | $519K | Sell |
8,631
-557
| -6% | -$33.5K | 0.37% | 56 |
|
|
2019
Q3 | $519K | Sell |
9,188
-115
| -1% | -$6.5K | 0.39% | 55 |
|
|
2019
Q2 | $531K | Hold |
9,303
| – | – | 0.41% | 54 |
|
|
2019
Q1 | $515K | Sell |
9,303
-106
| -1% | -$5.87K | 0.4% | 53 |
|
|
2018
Q4 | $451K | Sell |
9,409
-743
| -7% | -$35.6K | 0.38% | 52 |
|
|
2018
Q3 | $587K | Sell |
10,152
-620
| -6% | -$35.8K | 0.45% | 48 |
|
|
2018
Q2 | $591K | Sell |
10,772
-406
| -4% | -$22.3K | 0.45% | 48 |
|
|
2018
Q1 | $591K | Sell |
11,178
-80
| -0.7% | -$4.23K | 0.46% | 50 |
|
|
2017
Q4 | $600K | Sell |
11,258
-100
| -0.9% | -$5.33K | 0.46% | 52 |
|
|
2017
Q3 | $569K | Sell |
11,358
-260
| -2% | -$13K | 0.43% | 50 |
|
|
2017
Q2 | $560K | Sell |
11,618
-1,763
| -13% | -$85K | 0.44% | 49 |
|
|
2017
Q1 | $633K | Sell |
13,381
-63
| -0.5% | -$2.98K | 0.5% | 48 |
|
|
2016
Q4 | $607K | Buy |
+13,444
| New | +$607K | 0.47% | 49 |
|