OA
Opes Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.38M | Sell |
28,800
-1,312
| -4% | -$62.9K | 0.99% | 24 |
|
|
2018
Q3 | $1.74M | Buy |
30,112
+1,948
| +7% | +$113K | 1.27% | 20 |
|
|
2018
Q2 | $1.55M | Buy |
28,164
+2,348
| +9% | +$129K | 1.13% | 22 |
|
|
2018
Q1 | $1.37M | Sell |
25,816
-211
| -0.8% | -$11.2K | 1.1% | 21 |
|
|
2017
Q4 | $1.39M | Buy |
26,027
+833
| +3% | +$44.4K | 0.99% | 23 |
|
|
2017
Q3 | $1.26M | Buy |
25,194
+1,546
| +7% | +$77.4K | 0.81% | 28 |
|
|
2017
Q2 | $1.16M | Buy |
23,648
+4,082
| +21% | +$200K | 0.72% | 26 |
|
|
2017
Q1 | $926K | Buy |
19,566
+2,704
| +16% | +$128K | 0.65% | 25 |
|
|
2016
Q4 | $761K | Buy |
+16,862
| New | +$761K | 0.78% | 22 |
|