RKL Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
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|
2025
Q1 | $23.6M | Sell |
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|
2024
Q4 | $40.8M | Sell |
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|
2024
Q3 | $47.6M | Sell |
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|
2024
Q2 | $46M | Buy |
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|
2024
Q1 | $48.1M | Buy |
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|
2023
Q4 | $44.2M | Sell |
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|
2023
Q3 | $39.9M | Buy |
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|
2023
Q2 | $41.6M | Buy |
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|
2023
Q1 | $39.5M | Buy |
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|
2022
Q4 | $38.2M | Buy |
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|
2022
Q3 | $33.5M | Buy |
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|
2022
Q2 | $34.3M | Buy |
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|
2022
Q1 | $40.6M | Buy |
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|
2021
Q4 | $42.3M | Buy |
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|
2021
Q3 | $40.2M | Buy |
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|
2021
Q2 | $40.6M | Sell |
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|
2021
Q1 | $38.8M | Sell |
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|
2020
Q4 | $36.2M | Sell |
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|
2020
Q3 | $29.9M | Buy |
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|
2020
Q2 | $28.2M | Buy |
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|
2020
Q1 | $21.3M | Buy |
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|
2019
Q4 | $28M | Buy |
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|
2019
Q3 | $25.6M | Sell |
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|
2019
Q2 | $26.7M | Buy |
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|
2019
Q1 | $24.3M | Buy |
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|
2018
Q4 | $19.1M | Buy |
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|
2018
Q3 | $21.4M | Buy |
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|
2018
Q2 | $18.7M | Buy |
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|
2018
Q1 | $17.2M | Buy |
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|
2017
Q4 | $16.1M | Buy |
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|
2017
Q3 | $12.9M | Buy |
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|
2017
Q2 | $10.8M | Buy |
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|
2017
Q1 | $7.75M | Buy |
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|
2016
Q4 | $4.01M | Buy |
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|
2016
Q3 | $2.98M | Sell |
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|
2016
Q2 | $3.02M | Buy |
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|
2016
Q1 | $2.82M | Sell |
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|
2015
Q4 | $2.98K | Sell |
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|
2015
Q3 | $3.13M | Buy |
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|
2015
Q2 | $3.23M | Buy |
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|
2015
Q1 | $2.7M | Buy |
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|
2014
Q4 | $2.27M | Sell |
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|
2014
Q3 | $2.17M | Buy |
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|
2014
Q2 | $2.24M | Buy |
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|
2014
Q1 | $2.1M | Buy |
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