Raub Brock Capital Management’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 | $353K | Buy |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $318K | Buy |
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|
2018
Q2 | $298K | Buy |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $276K | Buy |
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