GIA
GHP Investment 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 | $1.11M | Sell |
39,711
-373
| -0.9% | -$10.5K | 0.05% | 259 |
|
|
2025
Q1 | $1.05M | Buy |
40,084
+556
| +1% | +$14.6K | 0.05% | 262 |
|
|
2024
Q4 | $1.1M | Buy |
39,528
+26,989
| +215% | +$748K | 0.05% | 260 |
|
|
2024
Q3 | $1.04M | Sell |
12,539
-329
| -3% | -$27.3K | 0.05% | 262 |
|
|
2024
Q2 | $1M | Buy |
12,868
+254
| +2% | +$19.8K | 0.05% | 263 |
|
|
2024
Q1 | $1.03M | Buy |
12,614
+260
| +2% | +$21.2K | 0.05% | 267 |
|
|
2023
Q4 | $931K | Buy |
12,354
+673
| +6% | +$50.7K | 0.05% | 268 |
|
|
2023
Q3 | $775K | Buy |
11,681
+26
| +0.2% | +$1.73K | 0.05% | 273 |
|
|
2023
Q2 | $839K | Buy |
11,655
+921
| +9% | +$66.3K | 0.05% | 272 |
|
|
2023
Q1 | $728K | Buy |
10,734
+453
| +4% | +$30.7K | 0.05% | 277 |
|
|
2022
Q4 | $675K | Buy |
10,281
+7,215
| +235% | +$473K | 0.05% | 285 |
|
|
2022
Q3 | $186K | Buy |
3,066
+113
| +4% | +$6.86K | 0.01% | 362 |
|
|
2022
Q2 | $185K | Sell |
2,953
-424
| -13% | -$26.6K | 0.01% | 356 |
|
|
2022
Q1 | $256K | Sell |
3,377
-186
| -5% | -$14.1K | 0.02% | 333 |
|
|
2021
Q4 | $287K | Sell |
3,563
-105
| -3% | -$8.46K | 0.02% | 287 |
|
|
2021
Q3 | $281K | Buy |
3,668
+584
| +19% | +$44.7K | 0.02% | 274 |
|
|
2021
Q2 | $241K | Buy |
3,084
+339
| +12% | +$26.5K | 0.02% | 282 |
|
|
2021
Q1 | $204K | Buy |
+2,745
| New | +$204K | 0.02% | 288 |
|