Frank Rimerman Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
13,134
| – | – | 0.02% | 407 |
|
|
2025
Q1 | $344K | Hold |
13,134
| – | – | 0.03% | 385 |
|
|
2024
Q4 | $364K | Hold |
13,134
| – | – | 0.03% | 374 |
|
|
2024
Q3 | $364K | Hold |
13,134
| – | – | 0.03% | 386 |
|
|
2024
Q2 | $341K | Hold |
13,134
| – | – | 0.02% | 424 |
|
|
2024
Q1 | $357K | Hold |
13,134
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $330K | Hold |
13,134
| – | – | 0.07% | 80 |
|
|
2023
Q3 | $296K | Hold |
13,134
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $311K | Hold |
13,134
| – | – | 0.07% | 78 |
|
|
2023
Q1 | $297K | Hold |
13,134
| – | – | 0.08% | 82 |
|
|
2022
Q4 | $287K | Hold |
13,134
| – | – | 0.09% | 72 |
|
|
2022
Q3 | $265K | Hold |
13,134
| – | – | 0.1% | 71 |
|
|
2022
Q2 | $275K | Hold |
13,134
| – | – | 0.1% | 69 |
|
|
2022
Q1 | $332K | Hold |
13,134
| – | – | 0.11% | 98 |
|
|
2021
Q4 | $352K | Hold |
13,134
| – | – | 0.12% | 89 |
|
|
2021
Q3 | $336K | Hold |
13,134
| – | – | 0.13% | 81 |
|
|
2021
Q2 | $343K | Hold |
13,134
| – | – | 0.13% | 60 |
|
|
2021
Q1 | $326K | Hold |
13,134
| – | – | 0.14% | 59 |
|
|
2020
Q4 | $298K | Buy |
+13,134
| New | +$298K | 0.14% | 70 |
|