RWA Wealth Partners’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
Q3 | $1.02M | Buy |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $979K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $887K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $168K | Sell |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $211K | Buy |
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