Frank Rimerman Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $389K | Hold |
|
|||||
|
2025
Q2 | $368K | Hold |
|
|||||
|
2025
Q1 | $344K | Hold |
|
|||||
|
2024
Q4 | $364K | Hold |
|
|||||
|
2024
Q3 | $364K | Hold |
|
|||||
|
2024
Q2 | $341K | Hold |
|
|||||
|
2024
Q1 | $357K | Hold |
|
|||||
|
2023
Q4 | $330K | Hold |
|
|||||
|
2023
Q3 | $296K | Hold |
|
|||||
|
2023
Q2 | $311K | Hold |
|
|||||
|
2023
Q1 | $297K | Hold |
|
|||||
|
2022
Q4 | $287K | Hold |
|
|||||
|
2022
Q3 | $265K | Hold |
|
|||||
|
2022
Q2 | $275K | Hold |
|
|||||
|
2022
Q1 | $332K | Hold |
|
|||||
|
2021
Q4 | $352K | Hold |
|
|||||
|
2021
Q3 | $336K | Hold |
|
|||||
|
2021
Q2 | $343K | Hold |
|
|||||
|
2021
Q1 | $326K | Hold |
|
|||||
|
2020
Q4 | $298K | Buy |
|