Richardson Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Richardson Capital Management’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 Q3	$3.94M	Sell
2025 Q2	$15.2M	Buy
2025 Q1	$12.9M	Buy
2024 Q4	$13.4M	Sell
2024 Q3	$14.2M	Buy
2024 Q2	$13M	Buy
2024 Q1	$13.6M	Buy
2023 Q4	$16M	Buy