FRA
Front Row Advisors’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 | $485K | Sell |
17,284
-900
| -5% | -$25.2K | 0.17% | 72 |
|
|
2025
Q1 | $476K | Sell |
18,184
-540
| -3% | -$14.1K | 0.18% | 68 |
|
|
2024
Q4 | $519K | Buy |
18,724
+12,546
| +203% | +$348K | 0.18% | 69 |
|
|
2024
Q3 | $513K | Sell |
6,178
-817
| -12% | -$67.9K | 0.18% | 68 |
|
|
2024
Q2 | $546K | Buy |
6,995
+38
| +0.5% | +$2.97K | 0.19% | 75 |
|
|
2024
Q1 | $567K | Buy |
6,957
+470
| +7% | +$38.3K | 0.21% | 72 |
|
|
2023
Q4 | $489K | Sell |
6,487
-596
| -8% | -$44.9K | 0.22% | 66 |
|
|
2023
Q3 | $479K | Sell |
7,083
-7
| -0.1% | -$474 | 0.22% | 73 |
|
|
2023
Q2 | $504K | Sell |
7,090
-300
| -4% | -$21.3K | 0.22% | 75 |
|
|
2023
Q1 | $501K | Sell |
7,390
-110
| -1% | -$7.46K | 0.24% | 76 |
|
|
2022
Q4 | $492K | Sell |
7,500
-40
| -0.5% | -$2.62K | 0.25% | 79 |
|
|
2022
Q3 | $456K | Sell |
7,540
-32
| -0.4% | -$1.94K | 0.24% | 79 |
|
|
2022
Q2 | $475K | Hold |
7,572
| – | – | 0.23% | 82 |
|
|
2022
Q1 | $574K | Hold |
7,572
| – | – | 0.23% | 81 |
|
|
2021
Q4 | $610K | Hold |
7,572
| – | – | 0.23% | 83 |
|
|
2021
Q3 | $580K | Hold |
7,572
| – | – | 0.24% | 82 |
|
|
2021
Q2 | $581K | Buy |
7,572
+184
| +2% | +$14.1K | 0.24% | 83 |
|
|
2021
Q1 | $550K | Sell |
7,388
-400
| -5% | -$29.8K | 0.27% | 78 |
|
|
2020
Q4 | $531K | Sell |
7,788
-463
| -6% | -$31.6K | 0.27% | 75 |
|
|
2020
Q3 | $540K | Sell |
8,251
-35
| -0.4% | -$2.29K | 0.29% | 74 |
|
|
2020
Q2 | $436K | Buy |
8,286
+100
| +1% | +$5.26K | 0.27% | 80 |
|
|
2020
Q1 | $394K | Buy |
8,186
+53
| +0.7% | +$2.55K | 0.27% | 81 |
|
|
2019
Q4 | $489K | Buy |
8,133
+90
| +1% | +$5.41K | 0.32% | 73 |
|
|
2019
Q3 | $455K | Sell |
8,043
-784
| -9% | -$44.4K | 0.32% | 72 |
|
|
2019
Q2 | $506K | Sell |
8,827
-15
| -0.2% | -$860 | 0.37% | 71 |
|
|
2019
Q1 | $490K | Buy |
8,842
+561
| +7% | +$31.1K | 0.38% | 67 |
|
|
2018
Q4 | $397K | Buy |
8,281
+169
| +2% | +$8.1K | 0.35% | 74 |
|
|
2018
Q3 | $416 | Buy |
8,112
+350
| +5% | +$18 | 0.29% | 76 |
|
|
2018
Q2 | $437 | Buy |
7,762
+15
| +0.2% | +$1 | 0.28% | 80 |
|
|
2018
Q1 | $410K | Buy |
7,747
+254
| +3% | +$13.4K | 0.29% | 81 |
|
|
2017
Q4 | $399K | Buy |
+7,493
| New | +$399K | 0.32% | 84 |
|