RMR Wealth Builders’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RMR Wealth Builders’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 Q2	$1.07M	Buy
2025 Q1	$860K	Buy
2024 Q4	$880K	Buy
2024 Q3	$444K	Buy