River Wealth Advisors’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 | $2.52M | Sell |
89,944
-451
| -0.5% | -$12.7K | 0.31% | 69 |
|
|
2025
Q1 | $2.37M | Sell |
90,395
-3,877
| -4% | -$102K | 0.33% | 68 |
|
|
2024
Q4 | $2.61M | Sell |
94,272
-2,145
| -2% | -$59.4K | 0.35% | 68 |
|
|
2024
Q3 | $2.67M | Sell |
96,417
-2,520
| -3% | -$69.8K | 0.36% | 71 |
|
|
2024
Q2 | $2.57M | Sell |
98,937
-636
| -0.6% | -$16.5K | 0.37% | 67 |
|
|
2024
Q1 | $2.7M | Sell |
99,573
-792
| -0.8% | -$21.5K | 0.39% | 67 |
|
|
2023
Q4 | $2.52M | Sell |
100,365
-3,762
| -4% | -$94.5K | 0.4% | 69 |
|
|
2023
Q3 | $2.35M | Sell |
104,127
-2,097
| -2% | -$47.3K | 0.42% | 66 |
|
|
2023
Q2 | $2.52M | Buy |
106,224
+513
| +0.5% | +$12.1K | 0.43% | 67 |
|
|
2023
Q1 | $2.39M | Sell |
105,711
-1,332
| -1% | -$30.1K | 0.44% | 69 |
|
|
2022
Q4 | $2.34M | Buy |
107,043
+255
| +0.2% | +$5.58K | 0.45% | 67 |
|
|
2022
Q3 | $2.16M | Sell |
106,788
-2,856
| -3% | -$57.6K | 0.46% | 64 |
|
|
2022
Q2 | $2.29M | Sell |
109,644
-5,190
| -5% | -$109K | 0.42% | 69 |
|
|
2022
Q1 | $2.9M | Sell |
114,834
-372
| -0.3% | -$9.41K | 0.46% | 64 |
|
|
2021
Q4 | $3.09M | Sell |
115,206
-2,817
| -2% | -$75.5K | 0.48% | 63 |
|
|
2021
Q3 | $3.02M | Sell |
118,023
-2,100
| -2% | -$53.7K | 0.52% | 56 |
|
|
2021
Q2 | $3.13M | Sell |
120,123
-348
| -0.3% | -$9.08K | 0.55% | 54 |
|
|
2021
Q1 | $2.99M | Sell |
120,471
-6,648
| -5% | -$165K | 0.56% | 56 |
|
|
2020
Q4 | $2.89M | Sell |
127,119
-2,085
| -2% | -$47.4K | 0.62% | 49 |
|
|
2020
Q3 | $2.39M | Sell |
129,204
-2,661
| -2% | -$49.2K | 0.62% | 51 |
|
|
2020
Q2 | $2.31M | Sell |
131,865
-2,967
| -2% | -$52K | 0.7% | 45 |
|
|
2020
Q1 | $1.9M | Sell |
134,832
-32,604
| -19% | -$458K | 0.76% | 40 |
|
|
2019
Q4 | $3.36M | Buy |
167,436
+10,014
| +6% | +$201K | 1.14% | 28 |
|
|
2019
Q3 | $2.97M | Buy |
157,422
+11,382
| +8% | +$215K | 1.12% | 27 |
|
|
2019
Q2 | $2.78M | Buy |
146,040
+12,555
| +9% | +$239K | 1.08% | 27 |
|
|
2019
Q1 | $2.47M | Sell |
133,485
-3,927
| -3% | -$72.5K | 1.03% | 30 |
|
|
2018
Q4 | $2.2M | Sell |
137,412
-4,704
| -3% | -$75.1K | 0.98% | 30 |
|
|
2018
Q3 | $2.74M | Sell |
142,116
-954
| -0.7% | -$18.4K | 1.01% | 31 |
|
|
2018
Q2 | $2.62M | Sell |
143,070
-780
| -0.5% | -$14.3K | 1.02% | 32 |
|
|
2018
Q1 | $2.54M | Buy |
143,850
+5,472
| +4% | +$96.5K | 1.07% | 33 |
|
|
2017
Q4 | $2.46M | Buy |
138,378
+1,896
| +1% | +$33.7K | 1.02% | 33 |
|
|
2017
Q3 | $2.28M | Buy |
136,482
+3,012
| +2% | +$50.3K | 1.03% | 33 |
|
|
2017
Q2 | $2.14M | Buy |
133,470
+12,567
| +10% | +$202K | 1% | 34 |
|
|
2017
Q1 | $1.91M | Buy |
120,903
+24,483
| +25% | +$386K | 0.93% | 38 |
|
|
2016
Q4 | $1.45M | Buy |
96,420
+21,150
| +28% | +$318K | 0.73% | 51 |
|
|
2016
Q3 | $1.09M | Buy |
75,270
+22,581
| +43% | +$328K | 0.6% | 63 |
|
|
2016
Q2 | $738K | Buy |
52,689
+20,826
| +65% | +$292K | 0.42% | 84 |
|
|
2016
Q1 | $431K | Buy |
+31,863
| New | +$431K | 0.26% | 109 |
|