HA
Harborview Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.67M | Sell |
21,739
-33
| -0.2% | -$2.53K | 0.93% | 22 |
|
|
2021
Q2 | $1.7M | Sell |
21,772
-2,864
| -12% | -$224K | 0.95% | 22 |
|
|
2021
Q1 | $1.83M | Buy |
24,636
+925
| +4% | +$68.9K | 1.11% | 20 |
|
|
2020
Q4 | $1.62M | Sell |
23,711
-769
| -3% | -$52.4K | 1.08% | 19 |
|
|
2020
Q3 | $1.36M | Buy |
24,480
+1,248
| +5% | +$69.2K | 1.04% | 21 |
|
|
2020
Q2 | $1.22M | Buy |
23,232
+615
| +3% | +$32.3K | 1.01% | 20 |
|
|
2020
Q1 | $954K | Sell |
22,617
-248
| -1% | -$10.5K | 0.95% | 20 |
|
|
2019
Q4 | $1.38M | Sell |
22,865
-712
| -3% | -$42.8K | 1.05% | 17 |
|
|
2019
Q3 | $1.33M | Buy |
23,577
+284
| +1% | +$16.1K | 1.07% | 16 |
|
|
2019
Q2 | $1.33M | Buy |
23,293
+264
| +1% | +$15.1K | 1.08% | 17 |
|
|
2019
Q1 | $1.28M | Buy |
23,029
+300
| +1% | +$16.6K | 1.11% | 17 |
|
|
2018
Q4 | $1.09M | Buy |
22,729
+483
| +2% | +$23.1K | 1.28% | 15 |
|
|
2018
Q3 | $1.29M | Buy |
22,246
+81
| +0.4% | +$4.69K | 1.31% | 14 |
|
|
2018
Q2 | $1.22M | Buy |
22,165
+1,271
| +6% | +$69.8K | 1.12% | 18 |
|
|
2018
Q1 | $1.11M | Buy |
20,894
+2,088
| +11% | +$110K | 1.05% | 20 |
|
|
2017
Q4 | $1M | Buy |
+18,806
| New | +$1M | 0.96% | 22 |
|