RWM
Reston 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 | $5.13M | Buy |
182,999
+15,020
| +9% | +$421K | 1.8% | 10 |
|
|
2025
Q1 | $4.4M | Buy |
167,979
+11,168
| +7% | +$293K | 1.78% | 10 |
|
|
2024
Q4 | $4.35M | Buy |
156,811
+109,742
| +233% | +$3.04M | 1.62% | 11 |
|
|
2024
Q3 | $3.91M | Buy |
47,069
+2,284
| +5% | +$190K | 1.42% | 11 |
|
|
2024
Q2 | $3.49M | Sell |
44,785
-758
| -2% | -$59K | 1.39% | 11 |
|
|
2024
Q1 | $3.71M | Buy |
45,543
+3
| +0% | +$244 | 1.51% | 11 |
|
|
2023
Q4 | $3.43M | Buy |
45,540
+615
| +1% | +$46.3K | 1.57% | 10 |
|
|
2023
Q3 | $3.04M | Sell |
44,925
-10,130
| -18% | -$686K | 1.54% | 10 |
|
|
2023
Q2 | $3.91M | Buy |
55,055
+2,263
| +4% | +$161K | 1.86% | 10 |
|
|
2023
Q1 | $3.58M | Buy |
52,792
+675
| +1% | +$45.8K | 1.87% | 11 |
|
|
2022
Q4 | $3.42M | Buy |
52,117
+26,092
| +100% | +$1.71M | 1.89% | 12 |
|
|
2022
Q3 | $1.58M | Buy |
26,025
+21,849
| +523% | +$1.32M | 0.94% | 15 |
|
|
2022
Q2 | $262K | Sell |
4,176
-309
| -7% | -$19.4K | 0.15% | 48 |
|
|
2022
Q1 | $340K | Sell |
4,485
-291
| -6% | -$22.1K | 0.17% | 40 |
|
|
2021
Q4 | $384K | Buy |
4,776
+439
| +10% | +$35.3K | 0.19% | 35 |
|
|
2021
Q3 | $332K | Sell |
4,337
-183
| -4% | -$14K | 0.17% | 34 |
|
|
2021
Q2 | $354K | Buy |
4,520
+23
| +0.5% | +$1.8K | 0.18% | 34 |
|
|
2021
Q1 | $335K | Buy |
4,497
+14
| +0.3% | +$1.04K | 0.18% | 33 |
|
|
2020
Q4 | $306K | Sell |
4,483
-543
| -11% | -$37.1K | 0.17% | 34 |
|
|
2020
Q3 | $279K | Buy |
5,026
+18
| +0.4% | +$999 | 0.18% | 34 |
|
|
2020
Q2 | $264K | Sell |
5,008
-390
| -7% | -$20.6K | 0.18% | 32 |
|
|
2020
Q1 | $228K | Buy |
5,398
+12
| +0.2% | +$507 | 0.18% | 39 |
|
|
2019
Q4 | $324K | Sell |
5,386
-541
| -9% | -$32.5K | 0.26% | 34 |
|
|
2019
Q3 | $335K | Sell |
5,927
-378
| -6% | -$21.4K | 0.3% | 30 |
|
|
2019
Q2 | $360K | Hold |
6,305
| – | – | 0.28% | 33 |
|
|
2019
Q1 | $358K | Sell |
6,305
-1,905
| -23% | -$108K | 0.29% | 33 |
|
|
2018
Q4 | $394K | Buy |
+8,210
| New | +$394K | 0.38% | 27 |
|