HI
Hudock Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,388
| Closed | -$84K | – | 617 |
|
|
2022
Q3 | $84K | Buy |
1,388
+6
| +0.4% | +$363 | 0.03% | 226 |
|
|
2022
Q2 | $86K | Buy |
1,382
+6
| +0.4% | +$373 | 0.03% | 227 |
|
|
2022
Q1 | $104K | Sell |
1,376
-15,296
| -92% | -$1.16M | 0.03% | 222 |
|
|
2021
Q4 | $1.34M | Buy |
16,672
+53
| +0.3% | +$4.26K | 0.38% | 46 |
|
|
2021
Q3 | $1.27M | Sell |
16,619
-141
| -0.8% | -$10.8K | 0.38% | 49 |
|
|
2021
Q2 | $1.31M | Buy |
16,760
+41
| +0.2% | +$3.21K | 0.39% | 48 |
|
|
2021
Q1 | $1.24M | Sell |
16,719
-2,842
| -15% | -$211K | 0.39% | 48 |
|
|
2020
Q4 | $1.33M | Sell |
19,561
-33
| -0.2% | -$2.25K | 0.43% | 44 |
|
|
2020
Q3 | $1.09M | Sell |
19,594
-276
| -1% | -$15.3K | 0.4% | 45 |
|
|
2020
Q2 | $1.05M | Sell |
19,870
-19,828
| -50% | -$1.04M | 0.38% | 47 |
|
|
2020
Q1 | $1.67M | Buy |
39,698
+2,191
| +6% | +$92.3K | 0.66% | 32 |
|
|
2019
Q4 | $2.26M | Sell |
37,507
-418
| -1% | -$25.2K | 0.75% | 30 |
|
|
2019
Q3 | $2.14M | Buy |
37,925
+173
| +0.5% | +$9.78K | 0.76% | 30 |
|
|
2019
Q2 | $2.16M | Buy |
37,752
+21,310
| +130% | +$1.22M | 0.78% | 28 |
|
|
2019
Q1 | $910K | Buy |
16,442
+1,146
| +7% | +$63.4K | 0.33% | 52 |
|
|
2018
Q4 | $726K | Buy |
15,296
+338
| +2% | +$16K | 0.3% | 54 |
|
|
2018
Q3 | $865K | Buy |
14,958
+14,726
| +6,347% | +$852K | 0.34% | 51 |
|
|
2018
Q2 | $12K | Hold |
232
| – | – | ﹤0.01% | 405 |
|
|
2018
Q1 | $12K | Hold |
232
| – | – | 0.01% | 419 |
|
|
2017
Q4 | $12K | Buy |
+232
| New | +$12K | 0.01% | 402 |
|