UWM
USAdvisors Wealth Management’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 | – | Sell |
-50,815
| Closed | -$2.14M | – | 77 |
|
|
2020
Q1 | $2.14M | Sell |
50,815
-75,923
| -60% | -$3.2M | 1.32% | 18 |
|
|
2019
Q4 | $7.62M | Sell |
126,738
-121,058
| -49% | -$7.28M | 3.95% | 12 |
|
|
2019
Q3 | $14M | Buy |
247,796
+1,640
| +0.7% | +$92.7K | 7.23% | 2 |
|
|
2019
Q2 | $14.1K | Buy |
246,156
+126,072
| +105% | +$7.2K | 6.02% | 3 |
|
|
2019
Q1 | $6.65M | Buy |
120,084
+2,974
| +3% | +$165K | 4.73% | 11 |
|
|
2018
Q4 | $5.61M | Sell |
117,110
-4,852
| -4% | -$233K | 4.58% | 11 |
|
|
2018
Q3 | $7.05M | Buy |
121,962
+3,738
| +3% | +$216K | 5.05% | 11 |
|
|
2018
Q2 | $6.49M | Buy |
118,224
+603
| +0.5% | +$33.1K | 4.91% | 10 |
|
|
2018
Q1 | $6.22M | Buy |
117,621
+2,161
| +2% | +$114K | 4.94% | 9 |
|
|
2017
Q4 | $6.15M | Buy |
+115,460
| New | +$6.15M | 5.26% | 8 |
|