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

Aspiriant Holdings S3’s Portfolio SCHM Stock Details SCHM Fund Activity

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