RZH
Relyea Zuckerberg Hanson’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 | $505K | Sell |
18,009
-6,424
| -26% | -$180K | 0.06% | 153 |
|
|
2025
Q1 | $640K | Buy |
24,433
+72
| +0.3% | +$1.89K | 0.09% | 120 |
|
|
2024
Q4 | $675K | Buy |
24,361
+16,274
| +201% | +$451K | 0.09% | 115 |
|
|
2024
Q3 | $672K | Buy |
8,087
+57
| +0.7% | +$4.74K | 0.1% | 107 |
|
|
2024
Q2 | $625K | Hold |
8,030
| – | – | 0.1% | 104 |
|
|
2024
Q1 | $654K | Sell |
8,030
-2,369
| -23% | -$193K | 0.11% | 97 |
|
|
2023
Q4 | $783K | Buy |
10,399
+50
| +0.5% | +$3.77K | 0.15% | 83 |
|
|
2023
Q3 | $700K | Buy |
10,349
+39
| +0.4% | +$2.64K | 0.16% | 81 |
|
|
2023
Q2 | $732K | Buy |
10,310
+45
| +0.4% | +$3.2K | 0.16% | 84 |
|
|
2023
Q1 | $697K | Buy |
10,265
+37
| +0.4% | +$2.51K | 0.17% | 83 |
|
|
2022
Q4 | $671K | Buy |
+10,228
| New | +$671K | 0.19% | 73 |
|