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Rice Partnership’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rice Partnership’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,292
Closed -$690K – 194
2025
Q3 		$690K Buy
+23,292
New +$678K 0.1% 69

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Rice Partnership's SCHM Position: Q4 2025 in Review

Rice Partnership sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 23,292 shares — an estimated $690K sold.

Rice Partnership first reported a position in SCHM in Q3 2025 and held it in 1 quarter. The position peaked at $690K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Rice Partnership reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Rice Partnership sold 23,292 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $690K.
  • Rice Partnership first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Rice Partnership's Schwab US Mid-Cap ETF position peaked at $690K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.