PIAS
PCA Investment Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
111,088
-131
| -0.1% | -$3.68K | 1.31% | 21 |
|
|
2025
Q1 | $2.91M | Sell |
111,219
-2,326
| -2% | -$60.9K | 1.54% | 16 |
|
|
2024
Q4 | $3.15M | Buy |
113,545
+74,392
| +190% | +$2.06M | 1.46% | 15 |
|
|
2024
Q3 | $3.25M | Sell |
39,153
-834
| -2% | -$69.3K | 1.53% | 15 |
|
|
2024
Q2 | $3.11M | Sell |
39,987
-320
| -0.8% | -$24.9K | 1.63% | 15 |
|
|
2024
Q1 | $3.28M | Buy |
40,307
+1,456
| +4% | +$119K | 1.85% | 13 |
|
|
2023
Q4 | $2.93M | Sell |
38,851
-748
| -2% | -$56.3K | 1.93% | 13 |
|
|
2023
Q3 | $2.68M | Buy |
39,599
+233
| +0.6% | +$15.8K | 1.91% | 13 |
|
|
2023
Q2 | $2.8M | Sell |
39,366
-1,528
| -4% | -$109K | 1.67% | 13 |
|
|
2023
Q1 | $2.77M | Buy |
+40,894
| New | +$2.77M | 1.96% | 12 |
|