Ritholtz Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ritholtz Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$427K	Buy
2023 Q3	–	Sell
2023 Q2	$209K	Buy
2020 Q1	–	Sell
2019 Q4	$213K	Sell
2019 Q3	$208K	Buy