MIM
Macroview Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-931
| Closed | -$77.4K | – | 452 |
|
|
2024
Q3 | $77.4K | Buy |
931
+15
| +2% | +$1.25K | 0.08% | 114 |
|
|
2024
Q2 | $71.3K | Hold |
916
| – | – | 0.08% | 115 |
|
|
2024
Q1 | $74.6K | Buy |
916
+40
| +5% | +$3.26K | 0.08% | 120 |
|
|
2023
Q4 | $66K | Buy |
876
+33
| +4% | +$2.49K | 0.08% | 123 |
|
|
2023
Q3 | $57K | Buy |
843
+3
| +0.4% | +$203 | 0.08% | 111 |
|
|
2023
Q2 | $59.6K | Buy |
840
+7
| +0.8% | +$497 | 0.09% | 84 |
|
|
2023
Q1 | $56.5K | Buy |
833
+3
| +0.4% | +$204 | 0.09% | 85 |
|
|
2022
Q4 | $54.5K | Buy |
830
+19
| +2% | +$1.25K | 0.09% | 88 |
|
|
2022
Q3 | $49K | Buy |
811
+73
| +10% | +$4.41K | 0.09% | 85 |
|
|
2022
Q2 | $46K | Buy |
738
+39
| +6% | +$2.43K | 0.08% | 93 |
|
|
2022
Q1 | $53K | Buy |
699
+12
| +2% | +$910 | 0.08% | 91 |
|
|
2021
Q4 | $55K | Buy |
687
+20
| +3% | +$1.6K | 0.07% | 89 |
|
|
2021
Q3 | $51K | Buy |
667
+16
| +2% | +$1.22K | 0.07% | 90 |
|
|
2021
Q2 | $51K | Buy |
651
+19
| +3% | +$1.49K | 0.07% | 89 |
|
|
2021
Q1 | $47K | Buy |
632
+30
| +5% | +$2.23K | 0.07% | 84 |
|
|
2020
Q4 | $41K | Buy |
602
+54
| +10% | +$3.68K | 0.06% | 90 |
|
|
2020
Q3 | $30K | Buy |
548
+55
| +11% | +$3.01K | 0.05% | 99 |
|
|
2020
Q2 | $26K | Buy |
493
+43
| +10% | +$2.27K | 0.06% | 95 |
|
|
2020
Q1 | $19K | Buy |
450
+102
| +29% | +$4.31K | 0.04% | 98 |
|
|
2019
Q4 | $21K | Buy |
348
+96
| +38% | +$5.79K | 0.04% | 116 |
|
|
2019
Q3 | $14K | Buy |
252
+92
| +58% | +$5.11K | 0.03% | 131 |
|
|
2019
Q2 | $9K | Sell |
160
-83
| -34% | -$4.67K | 0.02% | 149 |
|
|
2019
Q1 | $13K | Buy |
243
+149
| +159% | +$7.97K | 0.03% | 140 |
|
|
2018
Q4 | $4K | Buy |
94
+1
| +1% | +$43 | 0.01% | 176 |
|
|
2018
Q3 | $5K | Buy |
93
+57
| +158% | +$3.07K | 0.02% | 158 |
|
|
2018
Q2 | $2K | Buy |
+36
| New | +$2K | 0.01% | 252 |
|