MRCM
SCHM icon

M&R Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

M&R Capital Management’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
2024
Q1 		– Sell
-528
Closed -$13.3K – 621
2023
Q4 		$13.3K Hold
528
– – ﹤0.01% 370
2023
Q3 		$11.9K Hold
528
– – ﹤0.01% 366
2023
Q2 		$12.5K Sell
528
-108
-17% -$2.43K ﹤0.01% 364
2023
Q1 		$14.4K Hold
636
– – ﹤0.01% 336
2022
Q4 		$13.9K Buy
636
+330
+108% +$7.23K ﹤0.01% 326
2022
Q3 		$6K Buy
306
+231
+308% +$5.15K ﹤0.01% 370
2022
Q2 		$1K Buy
+75
New +$1.73K ﹤0.01% 421
2017
Q4 		– Sell
-6
Closed – – 563
2017
Q3 		$0 Hold
6
– – ﹤0.01% 565
2017
Q2 		$0 Buy
+6
New +$95 ﹤0.01% 569

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