HWA
Hilltop Wealth 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 | $4.41M | Sell |
157,214
-366
| -0.2% | -$10.3K | 2.48% | 7 |
|
|
2025
Q1 | $4.13M | Sell |
157,580
-7,720
| -5% | -$202K | 2.33% | 10 |
|
|
2024
Q4 | $4.58M | Buy |
165,300
+107,845
| +188% | +$2.99M | 2.32% | 10 |
|
|
2024
Q3 | $4.77M | Sell |
57,455
-394
| -0.7% | -$32.7K | 2.23% | 11 |
|
|
2024
Q2 | $4.5M | Sell |
57,849
-3,795
| -6% | -$295K | 2.26% | 10 |
|
|
2024
Q1 | $5.02M | Sell |
61,644
-6,980
| -10% | -$568K | 2.57% | 10 |
|
|
2023
Q4 | $5.17M | Buy |
68,624
+369
| +0.5% | +$27.8K | 2.95% | 9 |
|
|
2023
Q3 | $4.62M | Sell |
68,255
-102
| -0.1% | -$6.9K | 3.58% | 6 |
|
|
2023
Q2 | $4.86M | Buy |
68,357
+837
| +1% | +$59.5K | 3.58% | 6 |
|
|
2023
Q1 | $4.58M | Sell |
67,520
-1,734
| -3% | -$118K | 3.69% | 6 |
|
|
2022
Q4 | $4.54M | Buy |
69,254
+1,807
| +3% | +$119K | 3.85% | 6 |
|
|
2022
Q3 | $4.08M | Sell |
67,447
-6,881
| -9% | -$417K | 4.2% | 7 |
|
|
2022
Q2 | $4.66M | Buy |
74,328
+8,889
| +14% | +$558K | 4.54% | 7 |
|
|
2022
Q1 | $4.96M | Buy |
65,439
+2,875
| +5% | +$218K | 4.23% | 7 |
|
|
2021
Q4 | $5.03M | Buy |
62,564
+462
| +0.7% | +$37.2K | 3.49% | 10 |
|
|
2021
Q3 | $4.76M | Buy |
62,102
+127
| +0.2% | +$9.74K | 3.34% | 10 |
|
|
2021
Q2 | $4.85M | Buy |
61,975
+1,449
| +2% | +$113K | 3.43% | 10 |
|
|
2021
Q1 | $4.51M | Sell |
60,526
-29,040
| -32% | -$2.16M | 3.44% | 10 |
|
|
2020
Q4 | $6.11M | Buy |
89,566
+1,451
| +2% | +$98.9K | 5.44% | 8 |
|
|
2020
Q3 | $4.89M | Buy |
88,115
+2,710
| +3% | +$150K | 4.95% | 8 |
|
|
2020
Q2 | $4.49M | Buy |
+85,405
| New | +$4.49M | 4.92% | 8 |
|