Aspiriant Holdings S3’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$8M Buy
2015
Q3
$7.67M Buy
2015
Q2
$7.84M Buy
2015
Q1
$6.97M Buy
2014
Q4
$6.05M Sell
2014
Q3
$6.43M Buy
2014
Q2
$6.25M Buy
2014
Q1
$4.97M Buy
2013
Q4
$822K Buy
2013
Q3
$561K Buy