Retirement Planning Group (Kansas)’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 | $804K | Sell |
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|
2025
Q2 | $765K | Sell |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $897K | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $699K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $223K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $494K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $223K | Sell |
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|
2014
Q1 | $219K | Sell |
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|
2013
Q4 | $224K | Sell |
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|
2013
Q3 | $496K | Buy |
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|
2013
Q2 | $405K | Buy |
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