UFA
US Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-49,155
| Closed | -$3.66M | – | 117 |
|
|
2021
Q1 | $3.66M | Buy |
49,155
+2,336
| +5% | +$174K | 1.02% | 24 |
|
|
2020
Q4 | $3.19M | Buy |
+46,819
| New | +$3.19M | 0.96% | 25 |
|
|
2016
Q2 | $227K | Hold |
5,603
| – | – | 0.46% | 39 |
|
|
2016
Q1 | $227K | Buy |
5,603
+4,820
| +616% | +$195K | 0.39% | 39 |
|
|
2015
Q4 | $31K | Buy |
+783
| New | +$31K | 0.03% | 191 |
|