HA
HYA Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $401K | Sell |
6,391
-466
| -7% | -$29.2K | 0.16% | 83 |
|
|
2022
Q1 | $520K | Buy |
6,857
+4
| +0.1% | +$303 | 0.18% | 83 |
|
|
2021
Q4 | $551K | Sell |
6,853
-1,293
| -16% | -$104K | 0.2% | 76 |
|
|
2021
Q3 | $633K | Sell |
8,146
-2,062
| -20% | -$160K | 0.26% | 65 |
|
|
2021
Q2 | $799K | Buy |
10,208
+5
| +0% | +$391 | 0.33% | 47 |
|
|
2021
Q1 | $759K | Buy |
10,203
+2
| +0% | +$149 | 0.36% | 49 |
|
|
2020
Q4 | $695K | Buy |
10,201
+3
| +0% | +$204 | 0.37% | 49 |
|
|
2020
Q3 | $566K | Sell |
10,198
-1,461
| -13% | -$81.1K | 0.34% | 51 |
|
|
2020
Q2 | $614K | Buy |
11,659
+4
| +0% | +$211 | 0.4% | 47 |
|
|
2020
Q1 | $491K | Buy |
11,655
+9
| +0.1% | +$379 | 0.4% | 47 |
|
|
2019
Q4 | $701K | Buy |
+11,646
| New | +$701K | 0.45% | 40 |
|