RWM
Revisor 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 | $217K | Buy |
+7,511
| New | +$217K | 0.08% | 253 |
|
|
2024
Q1 | – | Sell |
-2,861
| Closed | -$215K | – | 200 |
|
|
2023
Q4 | $215K | Buy |
+2,861
| New | +$215K | 0.25% | 129 |
|
|
2023
Q3 | – | Sell |
-4,650
| Closed | -$330K | – | 171 |
|
|
2023
Q2 | $330K | Buy |
4,650
+1
| +0% | +$71 | 0.3% | 90 |
|
|
2023
Q1 | $315K | Buy |
+4,649
| New | +$315K | 0.29% | 87 |
|