RWB
RMR Wealth Builders’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
38,249
+5,437
| +17% | +$153K | 0.1% | 107 |
|
|
2025
Q1 | $860K | Buy |
32,812
+1,039
| +3% | +$27.2K | 0.09% | 114 |
|
|
2024
Q4 | $880K | Buy |
31,773
+26,432
| +495% | +$732K | 0.09% | 118 |
|
|
2024
Q3 | $444K | Buy |
+5,341
| New | +$444K | 0.05% | 166 |
|