SIA
SkyView Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-52,007
| Closed | -$3.69M | – | 737 |
|
|
2023
Q2 | $3.69M | Buy |
52,007
+20,036
| +63% | +$1.42M | 0.92% | 21 |
|
|
2023
Q1 | $2.17M | Buy |
31,971
+247
| +0.8% | +$16.8K | 0.51% | 42 |
|
|
2022
Q4 | $2.08M | Buy |
31,724
+718
| +2% | +$47.1K | 0.63% | 35 |
|
|
2022
Q3 | $1.88M | Buy |
31,006
+221
| +0.7% | +$13.4K | 0.55% | 45 |
|
|
2022
Q2 | $1.93M | Sell |
30,785
-1,075
| -3% | -$67.4K | 0.51% | 41 |
|
|
2022
Q1 | $2.21M | Sell |
31,860
-28,621
| -47% | -$1.99M | 0.52% | 38 |
|
|
2021
Q4 | $4.86M | Sell |
60,481
-61
| -0.1% | -$4.91K | 1.09% | 13 |
|
|
2021
Q3 | $4.64M | Sell |
60,542
-2,392
| -4% | -$183K | 1.3% | 13 |
|
|
2021
Q2 | $4.68M | Hold |
62,934
| – | – | 2.18% | 8 |
|
|
2021
Q1 | $4.68M | Buy |
62,934
+224
| +0.4% | +$16.7K | 2.07% | 9 |
|
|
2020
Q4 | $4.28M | Buy |
+62,710
| New | +$4.28M | 2.02% | 8 |
|