HFA
Hoover Financial 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
Q2 | $207K | Sell |
2,641
-8
| -0.3% | -$627 | 0.04% | 133 |
|
|
2021
Q1 | $204K | Sell |
2,649
-1,303
| -33% | -$100K | 0.04% | 123 |
|
|
2020
Q4 | $284K | Sell |
3,952
-646
| -14% | -$46.4K | 0.07% | 82 |
|
|
2020
Q3 | $255K | Sell |
4,598
-313
| -6% | -$17.4K | 0.08% | 83 |
|
|
2020
Q2 | $258K | Sell |
4,911
-190
| -4% | -$9.98K | 0.1% | 78 |
|
|
2020
Q1 | $215K | Sell |
5,101
-1,372
| -21% | -$57.8K | 0.12% | 75 |
|
|
2019
Q4 | $389K | Buy |
+6,473
| New | +$389K | 0.19% | 58 |
|