HA
HC 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 | $2.86M | Sell |
101,844
-776
| -0.8% | -$21.8K | 2.02% | 16 |
|
|
2025
Q1 | $2.69M | Sell |
102,620
-391
| -0.4% | -$10.2K | 2.01% | 16 |
|
|
2024
Q4 | $2.85M | Buy |
103,011
+68,921
| +202% | +$1.91M | 2.29% | 14 |
|
|
2024
Q3 | $2.83M | Buy |
34,090
+116
| +0.3% | +$9.64K | 2.33% | 13 |
|
|
2024
Q2 | $2.64M | Sell |
33,974
-1,440
| -4% | -$112K | 2.44% | 13 |
|
|
2024
Q1 | $2.88M | Buy |
35,414
+1,615
| +5% | +$132K | 1.37% | 18 |
|
|
2023
Q4 | $2.55M | Buy |
33,799
+1,280
| +4% | +$96.4K | 1.43% | 18 |
|
|
2023
Q3 | $2.2M | Sell |
32,519
-190
| -0.6% | -$12.9K | 1.31% | 22 |
|
|
2023
Q2 | $2.32M | Buy |
32,709
+655
| +2% | +$46.5K | 1.35% | 20 |
|
|
2023
Q1 | $2.17M | Sell |
32,054
-743
| -2% | -$50.4K | 1.34% | 18 |
|
|
2022
Q4 | $2.15M | Sell |
32,797
-508
| -2% | -$33.3K | 1.47% | 17 |
|
|
2022
Q3 | $2.02M | Buy |
33,305
+534
| +2% | +$32.3K | 1.39% | 16 |
|
|
2022
Q2 | $2.06M | Buy |
32,771
+2,099
| +7% | +$132K | 1.46% | 15 |
|
|
2022
Q1 | $2.33M | Buy |
30,672
+1,565
| +5% | +$119K | 1.48% | 15 |
|
|
2021
Q4 | $2.34M | Sell |
29,107
-120
| -0.4% | -$9.65K | 1.44% | 16 |
|
|
2021
Q3 | $2.24M | Buy |
29,227
+1,403
| +5% | +$108K | 1.47% | 15 |
|
|
2021
Q2 | $2.18M | Buy |
27,824
+50
| +0.2% | +$3.91K | 1.34% | 16 |
|
|
2021
Q1 | $2.07M | Buy |
27,774
+928
| +3% | +$69.1K | 1.34% | 16 |
|
|
2020
Q4 | $1.83M | Buy |
26,846
+1,015
| +4% | +$69.2K | 1.25% | 16 |
|
|
2020
Q3 | $1.43M | Sell |
25,831
-1,085
| -4% | -$60.2K | 1.16% | 17 |
|
|
2020
Q2 | $1.42M | Buy |
+26,916
| New | +$1.42M | 1.17% | 21 |
|
|
2020
Q1 | – | Sell |
-24,836
| Closed | -$1.49M | – | 52 |
|
|
2019
Q4 | $1.49M | Buy |
+24,836
| New | +$1.49M | 1.54% | 19 |
|