RWM
RBA Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
13,528
+352
| +3% | +$9.87K | 0.14% | 74 |
|
|
2025
Q1 | $345K | Buy |
13,176
+109
| +0.8% | +$2.86K | 0.14% | 72 |
|
|
2024
Q4 | $362K | Buy |
13,067
+8,496
| +186% | +$235K | 0.14% | 70 |
|
|
2024
Q3 | $380K | Buy |
4,571
+36
| +0.8% | +$2.99K | 0.15% | 69 |
|
|
2024
Q2 | $353K | Buy |
4,535
+63
| +1% | +$4.9K | 0.14% | 70 |
|
|
2024
Q1 | $364K | Buy |
4,472
+10
| +0.2% | +$814 | 0.15% | 68 |
|
|
2023
Q4 | $336K | Sell |
4,462
-5
| -0.1% | -$377 | 0.15% | 69 |
|
|
2023
Q3 | $302K | Buy |
4,467
+246
| +6% | +$16.6K | 0.15% | 71 |
|
|
2023
Q2 | $300K | Sell |
4,221
-319
| -7% | -$22.7K | 0.14% | 72 |
|
|
2023
Q1 | $308K | Sell |
4,540
-91
| -2% | -$6.18K | 0.15% | 75 |
|
|
2022
Q4 | $304K | Buy |
4,631
+54
| +1% | +$3.54K | 0.16% | 74 |
|
|
2022
Q3 | $277K | Sell |
4,577
-92
| -2% | -$5.57K | 0.16% | 76 |
|
|
2022
Q2 | $293K | Sell |
4,669
-135
| -3% | -$8.47K | 0.16% | 76 |
|
|
2022
Q1 | $364K | Buy |
4,804
+74
| +2% | +$5.61K | 0.17% | 75 |
|
|
2021
Q4 | $380K | Buy |
+4,730
| New | +$380K | 0.18% | 80 |
|
|
2021
Q1 | – | Sell |
-4,335
| Closed | -$296K | – | 254 |
|
|
2020
Q4 | $296K | Sell |
4,335
-125
| -3% | -$8.54K | 0.18% | 87 |
|
|
2020
Q3 | $247K | Buy |
4,460
+172
| +4% | +$9.53K | 0.17% | 94 |
|
|
2020
Q2 | $226K | Buy |
+4,288
| New | +$226K | 0.16% | 95 |
|
|
2020
Q1 | – | Sell |
-3,678
| Closed | -$222K | – | 107 |
|
|
2019
Q4 | $222K | Sell |
3,678
-138
| -4% | -$8.33K | 0.15% | 96 |
|
|
2019
Q3 | $216K | Sell |
3,816
-125
| -3% | -$7.08K | 0.16% | 94 |
|
|
2019
Q2 | $225K | Buy |
3,941
+162
| +4% | +$9.25K | 0.17% | 79 |
|
|
2019
Q1 | $214K | Buy |
+3,779
| New | +$214K | 0.17% | 77 |
|