PAG
Powers Advisory Group’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 | $4.75M | Buy |
169,298
+4,585
| +3% | +$129K | 2.09% | 13 |
|
|
2025
Q1 | $4.32M | Buy |
164,713
+5,101
| +3% | +$134K | 2.06% | 13 |
|
|
2024
Q4 | $4.42M | Buy |
159,612
+107,148
| +204% | +$2.97M | 2.21% | 13 |
|
|
2024
Q3 | $4.36M | Buy |
52,464
+879
| +2% | +$73K | 2.17% | 14 |
|
|
2024
Q2 | $4.01M | Buy |
51,585
+3,373
| +7% | +$263K | 2.19% | 13 |
|
|
2024
Q1 | $3.93M | Buy |
48,212
+1,123
| +2% | +$91.4K | 2.24% | 13 |
|
|
2023
Q4 | $3.55M | Buy |
47,089
+825
| +2% | +$62.1K | 2.19% | 14 |
|
|
2023
Q3 | $3.13M | Buy |
46,264
+2,085
| +5% | +$141K | 2.13% | 13 |
|
|
2023
Q2 | $3.14M | Buy |
44,179
+1,241
| +3% | +$88.1K | 2.08% | 13 |
|
|
2023
Q1 | $2.91M | Buy |
42,938
+1,638
| +4% | +$111K | 2.04% | 14 |
|
|
2022
Q4 | $2.71M | Sell |
41,300
-68
| -0.2% | -$4.46K | 2% | 14 |
|
|
2022
Q3 | $2.5M | Buy |
41,368
+2,043
| +5% | +$124K | 2% | 14 |
|
|
2022
Q2 | $2.47M | Buy |
39,325
+300
| +0.8% | +$18.8K | 1.9% | 14 |
|
|
2022
Q1 | $2.96M | Buy |
39,025
+3,547
| +10% | +$269K | 2.06% | 14 |
|
|
2021
Q4 | $2.85M | Buy |
+35,478
| New | +$2.85M | 2.01% | 13 |
|