SIA
Sage Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $745K | Buy |
8,962
+981
| +12% | +$81.5K | 0.78% | 36 |
|
|
2024
Q2 | $621K | Buy |
7,981
+276
| +4% | +$21.5K | 0.7% | 36 |
|
|
2024
Q1 | $627K | Sell |
7,705
-115
| -1% | -$9.36K | 0.72% | 37 |
|
|
2023
Q4 | $589K | Sell |
7,820
-13,538
| -63% | -$1.02M | 0.71% | 38 |
|
|
2023
Q3 | $1.45M | Sell |
21,358
-25
| -0.1% | -$1.69K | 1.98% | 21 |
|
|
2023
Q2 | $1.52M | Sell |
21,383
-2,213
| -9% | -$157K | 2.03% | 21 |
|
|
2023
Q1 | $1.6M | Buy |
23,596
+655
| +3% | +$44.4K | 2.14% | 18 |
|
|
2022
Q4 | $1.51M | Buy |
22,941
+594
| +3% | +$39K | 2.15% | 17 |
|
|
2022
Q3 | $1.35M | Buy |
22,347
+4,076
| +22% | +$247K | 2.14% | 19 |
|
|
2022
Q2 | $1.15M | Buy |
18,271
+5,359
| +42% | +$336K | 1.79% | 21 |
|
|
2022
Q1 | $980K | Buy |
12,912
+1,546
| +14% | +$117K | 1.3% | 28 |
|
|
2021
Q4 | $914K | Buy |
+11,366
| New | +$914K | 1.18% | 30 |
|