RBA Wealth 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
Q2 | $379K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $302K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $225K | Buy |
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|
2019
Q1 | $214K | Buy |
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