Rockbridge Investment 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 | $211K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $190K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $108K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $998K | Buy |
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|
2020
Q3 | $731K | Hold |
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|
2020
Q2 | $693K | Buy |
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