Richardson Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
540,858
+48,528
| +10% | +$1.36M | 7.96% | 4 |
|
|
2025
Q1 | $12.9M | Buy |
492,330
+8,371
| +2% | +$219K | 8.04% | 4 |
|
|
2024
Q4 | $13.4M | Sell |
483,959
-27,169
| -5% | -$753K | 8.53% | 4 |
|
|
2024
Q3 | $14.2M | Buy |
511,128
+8,844
| +2% | +$245K | 9.89% | 4 |
|
|
2024
Q2 | $13M | Buy |
502,284
+2,304
| +0.5% | +$59.8K | 10.03% | 4 |
|
|
2024
Q1 | $13.6M | Buy |
499,980
+499,539
| +113,274% | +$13.6M | 11.09% | 4 |
|
|
2023
Q4 | $16M | Buy |
+441
| New | +$16M | 15.57% | 4 |
|