SIA
Starfire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.04M | Buy |
38,780
+56
| +0.1% | +$2.95K | 0.97% | 26 |
|
|
2020
Q1 | $1.63M | Sell |
38,724
-12,392
| -24% | -$522K | 0.9% | 29 |
|
|
2019
Q4 | $3.07M | Sell |
51,116
-2
| -0% | -$120 | 1.17% | 24 |
|
|
2019
Q3 | $2.89M | Buy |
51,118
+3,253
| +7% | +$184K | 1.18% | 24 |
|
|
2019
Q2 | $2.73M | Sell |
47,865
-664
| -1% | -$37.9K | 1.22% | 23 |
|
|
2019
Q1 | $2.69M | Buy |
48,529
+457
| +1% | +$25.3K | 1.23% | 23 |
|
|
2018
Q4 | $2.3M | Buy |
48,072
+14,613
| +44% | +$700K | 1.24% | 22 |
|
|
2018
Q3 | $1.94M | Sell |
33,459
-1,111
| -3% | -$64.3K | 0.96% | 24 |
|
|
2018
Q2 | $1.9M | Buy |
34,570
+419
| +1% | +$23K | 0.96% | 27 |
|
|
2018
Q1 | $1.81M | Buy |
+34,151
| New | +$1.81M | 0.94% | 30 |
|
|
2017
Q4 | – | Sell |
-25,803
| Closed | -$1.29M | – | 211 |
|
|
2017
Q3 | $1.29M | Buy |
25,803
+1,397
| +6% | +$70K | 0.78% | 30 |
|
|
2017
Q2 | $1.18M | Buy |
24,406
+3,752
| +18% | +$181K | 0.69% | 35 |
|
|
2017
Q1 | $969K | Buy |
20,654
+2,085
| +11% | +$97.8K | 0.52% | 45 |
|
|
2016
Q4 | $838K | Buy |
18,569
+3,133
| +20% | +$141K | 0.48% | 47 |
|
|
2016
Q3 | $672K | Buy |
15,436
+1,657
| +12% | +$72.1K | 0.4% | 58 |
|
|
2016
Q2 | $579K | Buy |
13,779
+2,278
| +20% | +$95.7K | 0.4% | 55 |
|
|
2016
Q1 | $467K | Buy |
11,501
+1,113
| +11% | +$45.2K | 0.31% | 71 |
|
|
2015
Q4 | $416K | Buy |
10,388
+1,806
| +21% | +$72.4K | 0.29% | 79 |
|
|
2015
Q3 | $334K | Buy |
8,582
+5
| +0.1% | +$195 | 0.24% | 92 |
|
|
2015
Q2 | $366K | Buy |
8,577
+350
| +4% | +$14.9K | 0.24% | 92 |
|
|
2015
Q1 | $355K | Buy |
+8,227
| New | +$355K | 0.23% | 93 |
|