PWA
Pillar Wealth Advisors’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 |
-4,151
| Closed | -$345K | – | 8 |
|
|
2024
Q3 | $345K | Sell |
4,151
-60,912
| -94% | -$5.06M | 10.31% | 4 |
|
|
2024
Q2 | $5.06M | Sell |
65,063
-47,600
| -42% | -$3.7M | 6.08% | 4 |
|
|
2024
Q1 | $9.17M | Sell |
112,663
-9,576
| -8% | -$780K | 6.93% | 4 |
|
|
2023
Q4 | $9.21M | Sell |
122,239
-10,231
| -8% | -$771K | 7.09% | 3 |
|
|
2023
Q3 | $8.97M | Sell |
132,470
-4,763
| -3% | -$322K | 7.76% | 3 |
|
|
2023
Q2 | $9.75M | Sell |
137,233
-4,879
| -3% | -$347K | 8.14% | 2 |
|
|
2023
Q1 | $9.64M | Sell |
142,112
-1,730
| -1% | -$117K | 9.61% | 3 |
|
|
2022
Q4 | $9.44M | Sell |
143,842
-649
| -0.4% | -$42.6K | 9.1% | 3 |
|
|
2022
Q3 | $8.75M | Buy |
144,491
+992
| +0.7% | +$60K | 8.72% | 3 |
|
|
2022
Q2 | $9M | Buy |
143,499
+747
| +0.5% | +$46.9K | 9.16% | 3 |
|
|
2022
Q1 | $10.8M | Sell |
142,752
-2,366
| -2% | -$179K | 10.45% | 3 |
|
|
2021
Q4 | $11.7M | Buy |
+145,118
| New | +$11.7M | 11.1% | 2 |
|